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March 12, 2025

Introducing Germaine Martin as Senior Wealth Advisor, Managing Director

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Wellspring is thrilled to announce the addition of Germaine Martin to the firm as Senior Wealth Advisor, Managing Director. With over 20 years of experience in the financial services industry, Germaine brings a wealth of expertise in comprehensive wealth management, investment strategies, and client relationships.

Germaine joins Wellspring after working for RIK Enterprises, a local single-family office, for nearly a decade, most recently serving as Chief Financial Officer for over three years. Prior to RIK, she served as Managing Director at Paragon Advisors (which was acquired by Corient Private Wealth in 2024). Throughout her career, Germaine has demonstrated a passion for helping clients achieve their goals through tailored strategies and exceptional service. She has worked with ultra-high-net-worth individuals and families, offering expert guidance on retirement planning, estate planning, and tax strategies.

Germaine’s addition marks the creation of a fifth client service team at Wellspring. As Senior Wealth Advisor, Germaine will oversee her team while working closely with clients to provide personalized financial solutions, focusing on retirement planning, estate management, tax optimization, and investment strategies.

She holds a Master of Taxation degree from The University of Akron and a Bachelor of Business Administration degree in Accounting from the University of Cincinnati.

Germaine joined the firm effective March 3, 2025.
 
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