Roland "Raleigh" Martin, CFP®, AWMA®
Founder and President
Raleigh specializes in helping his clients create and preserve income and wealth so that they can retire in comfort and security, remain comfortably retired as long as they live, and provide for their loved ones after they pass.
Clients receive a written, specific plan of action that details how their investments will supplement "income floor" resources such as Social Security, pensions and annuities, in order to provide the income they need at each stage of retirement. Raleigh conducts periodic reviews with clients to ensure that they stay on track.
For more than three decades Raleigh has helped individuals, families and business clients clarify their goals and execute strategies to achieve them. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Wealth Management Advisor™ a client's needs are his foremost priority. Raleigh's clients appreciate his informative, consultative approach and his patience in making complex concepts understandable.
Raleigh is an Investment Advisor Representative of Securities America Advisors, Inc. and a registered representative of Securities America, Inc., one of the nation's leading independent broker-dealers. The Securities America companies support the independent financial advisor business model which puts both clients’ and financial advisors’ interests into harmony, without undue pressure of sales goals, proprietary product quotas or restrictions.
Raleigh graduated from UNC - Chapel Hill in 1979 and served as an officer in the U.S. Navy. He is active in Rotary International and in his church. Raleigh and his wife, Shirley, have lived in Chesapeake, Virginia since 1986 and have three successful adult children. He is enjoys sailing and is a member of Hampton Roads Fleet 30 sailing club.
Licenses and Professional Designations:
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Wealth Management Advisor™
Investment Advisor Representative
General Securities Representative (Series 7)
Uniform Securities Agent State Law Examination (Series 63)
Uniform Investment Advisor Law Examination (Series 65)
Life, Health and Variable Annuity Insurance Agent