Guiding confident retirements, one relationship at a time.

A Seasoned Professional Returning Home

Eric Martinez brings over two decades of experience in the financial services industry, with a background that spans mortgage lending, banking, small business development, and investment advising. Originally from Lansing, Michigan, Eric is excited to return to his hometown after 18 years in Texas, bringing with him a diverse skill set and a deep passion for helping individuals and families navigate their financial future.

A Career Grounded in Experience and Growth

Eric began his financial career in mortgage lending before expanding into banking and earning his licenses in 2013. In 2018, he transitioned exclusively into investment advising, with a strong focus on retirement planning and long-term client relationships. His well-rounded expertise allows him to support a wide range of client needs, blending strategic insight with real-world understanding.

In addition to his financial background, Eric also owned a small marketing business specializing in website development, photography, and property screening, an experience that sharpened his entrepreneurial mindset and client-first approach.

Why Clients Trust Eric

Known for his approachable style and practical advice, Eric is committed to building lasting relationships through trust, transparency, and personalized planning. His experience across multiple financial disciplines gives him a unique perspective in delivering holistic retirement strategies that align with each client’s goals and lifestyle.

Life Beyond Work

When he’s not meeting with clients, Eric enjoys traveling, golfing, attending sporting events, and having movie nights with his family. A big fan of discovering new restaurants and local favorites, he loves exploring what Michigan has to offer. Having lived in Arizona, California, Texas, and Michigan, Eric brings a broad perspective and a deep appreciation for the communities he serves.

A Note from Eric:

“My goal is to be a steady resource for my clients—someone they can rely on to listen, understand, and help guide them toward a confident retirement. I’m excited to be back in my hometown, giving back to the community that shaped me.”