Martin Nelson & Co., Inc.
SEC RegisteredBuilding Wealth for Tomorrow.
About the firm
Martin Nelson & Company has guided third- and fourth-generation families—and their businesses—with trusted, personalized wealth management for over 70 years. The firm offers comprehensive financial services designed to help families grow, protect, and transfer their wealth through tailored portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, personalized investment solutions, retirement planning, goal-driven planning, tailored investments aligned with individual risk tolerance and personal values, multigenerational wealth building, tax-efficient wealth transfer, education funding, succession planning, and philanthropic giving through donations, foundations, or trusts.
Who they serve
Third- and fourth-generation families and their businesses
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of August 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Martin Nelson & Co., Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched