My job is to make your life easier and to help solve your problems, whether it's organizing your finances and estate, trying to get a higher monthly income, saving for retirement, or just knowing what not to do with your savings and investments.

     Please call or email me and let's chat. 

-Andy Martin

I am manager of PortfolioIA and have worked in the investment industry in sales, management, product development, and operations for over 25 years after starting with Merrill Lynch in NYC. I hold a B.B.A. in economics (Belmont University) and a Masters Degree in liberal arts (Vanderbilt University), series 7, 24, 53, 63, 66 securities licenses, and Life/Heath Insurance licenses. I am a member of the Investment Management Consultants Association and sit on the Investment Company Institute Small Funds Committee in Washington, D.C.

 

I'm also president and co-founder of 7Twelve Advisors, LLC., an SEC registered investment advisor (not affiliated with PortfolioIA or Silver Oak Securities, Inc.) My research has been published in Advisor Perspectives, Learnbonds.com, Rep., IRIS.xyz and other sources. I have been quoted in CNBC, Barron's, and The Wall Street Journal. I guess I like to talk a lot! I am author of Dollarlogic: A Six-Day Plan to Achieving Higher Returns by Conquering Risk, foreword by Arthur B Laffer, Ph.D. Dollarlogic disproves the belief that Risk = Reward, and shows how to build a more sustainable long-term retirement income. 

I am married to Stephanie Martin, RD, who does diabetes research at Vanderbilt. I love jazz music, am a drummer, and an avid reader. My favorite book is An Island to Oneself by Tom Neale. The way that Neale creates an island paradise 200 miles from civilization, by himself, with few resources, for 16 years, will always inspire me.

PortfolioIA (Portfolio Investment Advisors)
One American Center
3100 West End Ave Suite 930
Nashville, TN 37203​ 
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This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state. Nor is every product and service on this site a securities product. PortfolioIA is a marketing name only and not a registered business, nor is it required to be registered with any local or state authority. There is no assurance that any investment recommendations will achieve their objectives. 

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC.

Brokerage accounts held at TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank

Institutional advisor services only available through 7Twelve Advisors, LLC. 

PortfolioIA, Silver Oak Securities, Inc., TD Ameritrade, Inc., and 7Twelve Advisors, LLC., are unrelated entities.

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