Ryan Martin, Senior Vice President and Private Wealth Manager at Martin Capital Group brings with him over 20 years of experience. Growing up in Southern California, Ryan developed a deep passion for capital markets in his early years. He began his professional career in private equity in 2005; and shifted his focus to global capital markets and private wealth management in 2011. Driven by a deep interest in capital markets Ryan has dedicated his career to helping others protect and grow their wealth through prudent planning and investing. Ryan is a Certified Investment Management Analyst wealth advisor, a Certified Exit Planning Advisor, and a Certified Plan Fiduciary Advisor®.  Over decades, he has developed a disciplined investment process that seeks tax efficient inflation-adjusted real returns net of cost. "Our goal at Martin Capital Group is to provide simplification, organization, and proactive management of our clients financial affairs to maximize overall results."

Ryan's key areas of focus are:

·       Financial Planning

·       Portfolio Management

·       Estate Planning Strategies, Structure, & Gifting

·       M&A Services & Exit Planning

·       Executive Services

·       Foundation & Endowment Management

·       Tax Optimization

Ryan's favorite aspect of his career is the relationships he builds with his clients. Over time, these relationships often extend beyond the professional level, becoming a part of his clients' families. His approach is rooted in a disciplined process that begins with comprehensive financial planning and cash flow modeling. Once the models are established, Ryan and his team craft portfolio recommendations that align with the financial plan. Ryan's investment philosophy emphasizes minimizing short-term risks, maintaining flexibility to take advantage of mispriced assets & market distortions, and pursuing successful outcomes.

He is also committed to giving back to his community, donating to StandUp For Kids, a program that provides essential support to at-risk and homeless youth in Orange County, CA. Ryan lives in Rancho Mission Viejo and enjoys an active lifestyle, including snowboarding, surfing, bodyboarding, MMA, BJJ, hiking, and gym workouts.