Marty Kelman

Founder at

Kelman-Lazarov, Inc.

Consumer Services

Finance

Profile

Mr. Martin S.
Kelman is a Senior Financial Advisor & Founding Shareholder at Kelman-Lazarov, Inc. He is also a Chairman of the firm.
He brings to his role decades of experience and success in building relationships and helping others build wealth.
He received his undergraduate degree from the University of Virginia, a graduate degree from the University of Memphis and an MBA from the University of Memphis.
He is a Certified Financial Planner® and Certified Retirement Counselor.

Marty Kelman active positions

Companies	Position	Start
Kelman-Lazarov, Inc. Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing.	Founder	01/01/1979

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Linked companies

Private companies	3
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Memphis University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kelman-Lazarov, Inc. Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing.	Finance