John “Jay” Martin, CPP, CBC

John “Jay” Martin, CPP, CBC

Chief Operating Officer

Shareholder-EagleStone Tax & Wealth Advisors

Jay Martin joined EagleStone Tax & Wealth Advisors (ESTWA) in January 2022. As Chief Operating Officer, Jay will oversee the retirement benefits administration division of ESTWA, EagleStone Retirement Services.

Prior to joining forces with EagleStone, Jay founded Martin Retirement Services, Inc. (MRS) in 2000, where he and his team served more than 500 clients nationwide over a span of 20 years. In 1990, Jay began his career in the Third Party Administration (TPA) industry as pension administrator for Wolff & Associates. In 1994, he was promoted to vice president and partner in Wolff & Martin, Inc., and ultimately founded MRS.

Jay is licensed as a Certified Pension Planner (CPP), National Institute of Certified Pension Planners, and a Cash Balance Consultant (CBC). In addition, he is qualified as an expert witness on retirement plans by the Circuit Courts of the District of Columbia, Montgomery County, MD, and Fairfax County, Virginia. He has been retained to represent plan sponsors in examinations by the Internal Revenue Service, Pension Benefit Guarantee Corporation and U.S. Department of Labor.

Jay received a B.S. in Economics from Mary Washington College, Fredericksburg, VA.

A lifelong athlete, Jay’s sports days started in college where he played golf, basketball, and tennis. Though his basketball dreams might be over, he still enjoys plenty of tennis matches and outings on the golf course in Bluffton, South Carolina, where he now lives.


Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Information Security Program.

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2023. All rights reserved.