Zenith Retirement: Charitable Giving & Legacy Planning

Our Story

At Zenith Retirement, we take the idea of wealth management very personally because we consider our clients part of our family. We go beyond wealth management to wealth enhancement. Our comprehensive approach to planning, managing, preserving and strategically using assets helps individuals and families shape and mold the future they want to create.

We built Zenith to guide clients toward making even smarter decisions with their money in retirement.

Robert Martin<br/>Partner | Private Wealth Manager

Robert Martin
Partner | Private Wealth Manager

Robert is a partner and comprehensive private wealth manager at Zenith Retirement, where he helps retired families not only manage their assets but also address the broader challenges of retirement. Through Zenith’s in-house team of CFP® professionals, CPAs, attorneys, and Medicare specialists, Robert provides advanced planning strategies tailored to the unique needs of each family he serves.

He earned his designations—including Chartered Financial Consultant (ChFC®), Certified Financial Fiduciary (CFF®), and Certified Tax Specialist (CTS®)—through the American College of Financial Services and the Institute of Business & Finance. He is also an active member of the Financial Planning Association (FPA®).

Outside of work, Robert is married to Holli-Joi Martin and together they have a daughter, Madilyn. He is a lifelong bookworm, an active Christian in his church community, and someone who happily geeks out over board games. When he’s not reading or gaming, you’ll often find him hiking, running, or enjoying the peace of the wilderness.