About Us

Built to Support Your Whole Financial Life

We’re Martin & Company, your team for tax, accounting, and wealth management all under one roof. Since 1976, we’ve helped individuals, families, and business owners in Santa Clarita and beyond feel more at ease with their finances, so they can make confident decisions and enjoy the life they’re building.

Everything You Need Under One Roof

When your tax advisor, financial planner, and accountant are all part of the same firm, life gets simpler. You don’t have to explain your goals three times. As your proactive accounting and wealth management firm, we connect every piece of your financial life, so things feel more organized, more thoughtful, and a lot less overwhelming.

50 Years Strong—And Built for 50 More

We’ve been serving families in Santa Clarita for over 50 years, with relationships that span generations. Our legacy is built on clarity, trust, and consistency—and we’re not going anywhere. As life changes, you’ll always have a steady partner to guide you through what’s next.

Integrated Financial Guidance Under One Roof

At Martin & Company, we bring together the strengths of traditional investment managers, financial planners, and accounting firms into one seamless experience. Our holistic approach means you no longer need to juggle multiple advisors. We provide cohesive, client-first strategies that support every aspect of your financial life.

The People Behind Your Plan

Get to know the accounting, tax, and wealth management firm that’s here to simplify your wealth and guide you through every season ahead.

Meet the Team

What We Value

Our values guide every conversation, every recommendation, and every relationship. With us, you always know where we stand and what to expect.

Creativity
We encourage a passionate spirit of innovation and a devotion to improving the status quo.

Positivity
We expect positive leadership from each team member and the commitment to inspire and empower those we interact with each day.

Responsibility
We act with integrity, personal accountability, and ownership of the energy we create and allow.

Humility
We lead others with mutual respect, an open mind, and an eagerness to learn.

We Manage It All, So You Don’t Have To

Get In Touch

Let's Talk, Our Door's Always Open

Strategic Collaboration To Support Your Success

Explore Avantax

Accounting Services

Reliable, accurate accounting and tax services that keep your finances organized and your decisions clear.

Get Organized & Informed

Individual Services

Comprehensive support to help you stay organized, make clear decisions, and live the life you want.

Live With Clarity

Business Services

Purposeful support to help your business run smoother and grow stronger at every stage.

Build Your Business