Martha Spence

Martha Spence serves as a Senior Financial Advisor with over 20 years of industry experience, specializing in providing tailored financial solutions for business owners as they grow and transition their companies. Holding the Certified Exit Planning Advisor (CEPA®) designation, she applies advanced Exit Planning methodologies along with comprehensive strategies to address the evolving needs of business owners at every stage of ownership. Martha collaborates closely with clients to understand their businesses and personal financial goals, utilizing resources from Merrill Lynch Wealth Management and Bank of America to design customized exit strategies, tax-efficient transitions, partner buyouts, and more.

Martha maintains securities registrations including Series 7, Series 66, Series 63, and SIE with FINRA, as well as a Georgia Life, Accident and Sickness Insurance Agent License. She completed a non-accredited certificate program at the University of North Georgia. Her client services focus encompasses college education planning, executive compensation, family wealth management, retirement income, portfolio management, and employee financial health. She also serves as an active member of the North Georgia Trust & Estate Planning Council, the Rotary Club of Gainesville, and the North Georgia Community Foundation Board. In 2023, Martha was recognized as a Paul Harris Fellow by The Rotary Foundation International.

Martha resides in historic Hall County, Georgia, with her teenage son. Outside of her professional activities, she enjoys engaging with her family, following Formula 1 racing, and visiting relatives in Topsail Beach, North Carolina.