HOW CAN WE help?
AREAS OF EXPERTISE
Financial Planning
We create personalized financial plans that integrate cash flow, investments, retirement, and life goals to provide clarity, direction, and accountability at every stage of life.
Tax Optimization
We help clients minimize tax exposure through proactive planning strategies, asset location, and coordination with tax professionals to preserve and grow wealth efficiently.
Risk Management
We assess and manage financial risks through strategic insurance planning, diversification, and estate considerations to help protect income, assets, and family legacy.
Available weekends
Available remotely
25+ years serving clients
Series 7, 63, and 65 Licensed
About Martin
Martin Montana, CRPC®
Founder & Chief Executive Officer
Martin Montana began his financial services career with American Express Financial Advisors (now Ameriprise Financial) in the Boston area after earning his Bachelor of Science in Business from the University of Virginia. By age 25, he had been promoted to Field Vice President, leading the firm's San Diego office—becoming one of the youngest individuals in company history to hold that position.
Throughout his career, Martin has held senior leadership positions across multiple financial services firms, gaining extensive experience in wealth management, comprehensive financial planning, and developing successful advisory teams. His experience on both the advisory and leadership sides of the business provides a unique perspective on helping clients navigate complex financial decisions.
As Founder and CEO of Ignite Wealth Management, Martin established the firm around a simple belief: successful wealth management requires looking beyond individual investments and understanding how every financial decision works together. His focus is on delivering comprehensive financial planning, personalized investment strategies, and long-term guidance that helps clients build, protect, and enjoy their wealth.
Martin holds the Chartered Retirement Planning Counselor (CRPC®) designation and has held multiple FINRA securities registrations, including Series 7, 63, 65, and 24.
Martin resides in Tampa, Florida, with his family. Outside the office, he enjoys spending time with family, golfing, and following sports.
Open Door Policy
Available remotely
Began in the Financial Services Industry 25+ yrs ago
Series 7, 63, 65 and 24 Licensed
Education & Designations
University of Virginia
CRPC®