Insights

Strategic Acquisition Martin Financial Group was acquired by Mariner Wealth Advisors in 2019, indicating a potential opportunity to offer complementary wealth management solutions or integration services to a company that is expanding through strategic mergers.

Revenue Potential With an estimated revenue between 50 and 100 million dollars and a focused client base, there is significant opportunity to upsell or cross-sell specialized financial products and advisory services tailored to high-net-worth individuals.

Regional Presence Operating primarily in Dallas and Tyler Texas, the company’s regional footprint may present opportunities for localized marketing campaigns, tailored financial solutions, or expansion services to strengthen its market share in Texas.

Technology Stack Utilizing modern tech tools such as FMG Suite and ZURB Foundation, there is potential to propose advanced digital marketing, client engagement, or cybersecurity solutions to enhance client interaction and operational efficiency.

Market Positioning Positioned alongside large competitors like Fidelity and Charles Schwab, Martin Financial Group may be looking for cost-effective enhancement strategies or niche service offerings to differentiate itself and attract new client segments.

Martin Financial Group Tech Stack

Martin Financial Group uses 8 technology products and services including jsDelivr, Drupal, FMG Suite, and more. Explore Martin Financial Group's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Drupal
    Content Management System
  • FMG Suite
    Content Marketing
  • Video.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • AddToAny
    Widgets

Martin Financial Group's Email Address Formats

Martin Financial Group uses at least 1 format(s):
Martin Financial Group Email FormatsExamplePercentage
First.Last@martinfinancialgroup.comJohn.Doe@martinfinancialgroup.com
55%
First@martinfinancialgroup.comJohn@martinfinancialgroup.com
40%
FLast@martinfinancialgroup.comJDoe@martinfinancialgroup.com
3%
F.Last@martinfinancialgroup.comJ.Doe@martinfinancialgroup.com
2%

Frequently Asked Questions

Where is Martin Financial Group's headquarters located?

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Martin Financial Group's main headquarters is located at 3030 Lbj Freeway Suite 1450 Dallas, Texas 75234 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Martin Financial Group's phone number?

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You can contact Martin Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Martin Financial Group's official website and social media links?

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Martin Financial Group's official website is martinfinancialgroup.com and has social profiles on LinkedIn.

What is Martin Financial Group's NAICS code?

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Martin Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Martin Financial Group have currently?

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As of June 2026, Martin Financial Group has approximately 39 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Owner: G. M.Owner: T. M.Owner: K. M.. Explore Martin Financial Group's employee directory with LeadIQ.

What industry does Martin Financial Group belong to?

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Martin Financial Group operates in the Financial Services industry.

What technology does Martin Financial Group use?

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Martin Financial Group's tech stack includes jsDelivrDrupalFMG SuiteVideo.jsPHPCloudflare Bot ManagementGoogle Tag ManagerAddToAny.

What is Martin Financial Group's email format?

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Martin Financial Group's email format typically follows the pattern of First.Last@martinfinancialgroup.com. Find more Martin Financial Group email formats with LeadIQ.

When was Martin Financial Group founded?

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Martin Financial Group was founded in 1984.

Martin Financial Group

Financial ServicesTexas, United States11-50 Employees

Martin Financial Group is a financial services firm based in Dallas, Texas, with an additional office in Tyler. Founded in 1984, it focuses on long‑term risk management and wealth planning for individuals and organizations. Its services encompass insurance, college funding, retirement, and estate planning, delivered through objective, customized guidance tailored to the needs of individuals, professionals, and business owners.

The firm operates in the independent advisory space, with securities offered through Cetera Advisers Network LLC and advisory services provided by Cetera Investment Advisers LLC. In 2019, press materials reported that Martin Financial Group was acquired by Mariner Wealth Advisors.

Section iconCompany Overview

Headquarters
3030 Lbj Freeway Suite 1450 Dallas, Texas 75234 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Martin Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Martin Financial Group's revenue is estimated to be in the range of $50M$100M

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