G. Allen Martin
President, Investment Adviser Representative
G. Allen Martin is the President of Charter Financial Group and is committed to helping residents retire with confidence. He is an Investment Advisor Representative. A lifelong resident of North Carolina, Allen is a former football player of Catawba College, where he earned an athletic scholarship and honed his leadership skills en route to earning four varsity letters.
Family is especially important to Allen. He has two children with his wife of 25 years, Heather: a 23-year-old son and a 21-year-old daughter who keep him inspired and motivated.
Research and Support Team
Chris
VP of Life Sales
Ron
VP of Sales | Consulting
Amber
Chief Marketing Strategist
Jami
Operations Case Manager
Located in Marietta, GA, The Research and Support team members are individuals working directly for an independent third-party firm The Impact Partnership. Charter Financial Group and The Impact Partnership are separate entities and are not affiliated with nor controlled by Charter Financial Group. The Research and Support team has a limited role on an as-needed basis.
FAQs
How do you act as an independent to help protect my best interest at Charter Financial Group?
G. Allen Martin, President and Investment Adviser Representative, puts your needs first by following a fiduciary standard. This means he provides honest, transparent advice and personalized retirement planning and investment services to help North Carolina residents feel secure and confident about their financial future.
How Can I Schedule A Portfolio Review With Charter Financial Group?
You can easily schedule a portfolio review by filling out the form on this page with your contact information and any questions you may have. After submission, our team will reach out to you promptly. You can also reach out to us directly by phone or email.
What Does an Investment Adviser Representative Do Differently?
An Investment Adviser Representative is held to a fiduciary standard, meaning they are required to act solely in the best interests of their clients. Unlike some financial professionals, they focus on objective advice, personalized financial strategies, and transparency in recommendations to help clients achieve their individual goals.
Schedule your consultation with G. Allen Martin today!
Fill out the form below to schedule your complimentary portfolio review with us today.
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