Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.

About Me

James Martin, a Senior Vice President, Financial Advisor with the Dallas-Fort Worth region of HilltopSecurities, has more than 30 years of experience serving his clients in the financial services industry.

Jim dedicates his success as an advisor to his belief in goals-based financial planning. He recognizes how easy it can be for clients to become overwhelmed with the amount of information, often times conflicting, with regard to financial planning and investments. He helps to make the financial process smooth for his clients by practicing HilltopSecurities holistic financial planning model designed to provide clients a roadmap to financial clarity through retirement and beyond.

With this approach he gains an in-depth understanding of the clients’ financial and personal goals, and then builds a financial plan around their ever-evolving lives. For Jim, the only thing more satisfying than helping clients meet their financial needs without indecision or worry, is helping them avoid potential financial pitfalls through candid and open discussions.

In addition, Jim maintains a client-centered practice with pre-scheduled client calls at regular intervals, and performance and planning reviews no less than annually. His team also has a strict 24-hour policy for returning phone calls, although they strive for no later than 60 minutes.

In his spare time, Jim is an avid golfer and is also actively involved in the community. As a professional musician, he is a member of BYO Musician’s Network, a 501 (c)(3) organization which provides musical and event coordination services to other nonprofit organizations at no cost. He also supports several charitable organizations such as Love for Kids Inc. and the Dallas Children’s Charities organization.


Financial Pursuits

Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.

  1. Discover your goals, roadblocks, and other considerations.
  2. Analyze your current financials to identify strengths, weakness, and opportunities.
  3. Advise you on a tailored plan that pinpoints your financial needs and goals.
  4. Implement your financial plan and investment strategy.
  5. Monitor your plan and portfolio and adjust as necessary.