Mitch Martin CEO

Mitch Martin

Mitch and his family moved to Washington, Missouri in 1983 where he established the first successful branch office for a St. Louis based brokerage firm in Franklin County.  In 1994 Mitch founded Steamboat Financial Group and partnered with LPL Financial to form a truly independent locally owned investment business.  LPL Financial is the largest independent broker dealer in the nation*.  LPL Financial has no proprietary investment products and imposes no sales quotas or outside pressure to influence the sale of any product allowing their advisors the freedom to offer their clients truly independent advice.

 

As the owner of Steamboat Financial Group, Mitch expects all of his associates to exemplify the highest personal and professional standards in both their personal and professional lives.  As he often says, “We are dealing with one of the most important aspects of our clients lives, their and their families’ financial wellbeing.  What we do today can impact their lives for generations to come.”

 

Mitch is a 1973 graduate of Missouri State University in Springfield, Missouri, where he received a Bachelor of Science Degree and a commission as a Second Lieutenant in the U.S. Army Corps of Engineers.  He enjoys spending time in the outdoors with his family and friends, particularly his grandchildren.  Mitch and his wife Candi (Wendt) were united in marriage in 1972 and have spent most of their life immersed in the Washington community.  He is a past member of The Washington Optimist Club, a past member of the Four Rivers YMCA board of directors and is active in Hope Masonic Lodge and the Washington Sunrise Community Club.  In addition he is a member of the Washington Historical Society and has served with various community boards and organizations.

 

Mitch holds a Series 7, Series 24, and Series 51 held with LPL Financial as well as life, health and variable insurance licenses.  In 2008, St. Louis Magazine named Mitch a "Five Star Best in Client Satisfaction Wealth Manager".  The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction.  The overall score is based on an average of all respondents and may not be representative of any one client's experience.

 

 

* As reported in Financial Planning Magazine, 1996-2014, based on total revenue.