Laurie Martin is the Owner and CEO of Martin Tax & Financial Services, a family-founded firm integrating tax preparation, wealth management, and financial planning for individuals, families, and business owners. With a background in law and advanced training as a Certified Private Wealth Advisor® (CPWA®), Laurie brings a deep understanding of the legal and tax frameworks that shape complex financial decisions.
After a 12-year legal career, Laurie joined the firm in 2014 and assumed ownership in 2017. Since then, she has led the firm's strategic growth and modernization while preserving its commitment to personalized service and long-term client relationships.
Laurie works with individuals, families, and business owners as they plan for and navigate significant financial milestones and complex transitions. She advises clients through pivotal moments — including business succession, retirement, inheritance, and divorce — aligning investment strategy with tax efficiency, risk management, and multigenerational planning.
Her approach emphasizes coordination. By integrating tax insight with investment and planning strategy, she helps clients make informed financial decisions with clarity and confidence.
Laurie also serves on the National Advisory Board for Osaic Wealth, Inc., collaborating with fellow advisors and senior leadership on issues impacting financial professionals and their clients nationwide.
Outside of the office, Laurie enjoys travel, lifelong learning, and time outdoors with family and friends.