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Joshua Martin, Financial Advisor

FINANCIAL ADVISOR
Joshua Martin

2444 Tribek Ct, Burlington, NC 27215opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Intergenerational Planning

About Joshua

In the Air Force, I had a Master Sergeant who assembled our flight of Airmen in a conference room to give us a briefing about wishes and goals. He said that if you ever have a goal but aren't able to say what the next measurable action for achieving it is, then you don't have a goal; you have a wish list. That stuck with me, and as a financial advisor, I want to find out what goals are most important to you and use our established process to build personalized strategies designed to help you achieve them. I work...

Work History

  • Edward JonesOctober 2019 to Current

Education

  • Wake Forest UnivBachelor of Arts

Personal Interests

  • Pickleball
  • Reading
  • Running
  • Baseball
  • Spending Time with Family

Team Members

  • Terry Brown
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 585-6064

Fax

(855) 514-8297

Office Address

2444 Tribek Ct
Burlington, NC 27215opens in a new window

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