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Marty Reid, CFP®, PhD

Marty Reid, CFP®, PhD


Marty Reid is the president of Reid Financial Consulting, Inc., established in Lincolnton, North Carolina in 2004. After graduating from Lenoir-Rhyne University, he earned a Th.M. from Princeton Theological Seminary and a M.Div. and Ph.D. from Southwestern Baptist Theological Seminary. Marty’s previous profession included academic teaching, scholarly research, and publications.

He began his financial planning career in 1998 and became a CERTIFIED FINANCIAL PLANNER™ in 2003. Presently, Marty is an instructor in the McColl School of Business at Queens University, North Carolina, teaching in the Financial Planner Program. His financial planning practice focuses upon aligning his clients’ financial behavior with their life values. Marty’s slogan, “Integrating Wealth, Stewardship, and Values,” encapsulates his mission of assisting clients in meeting their financial objectives.

Marty serves as a media representative for the Certified Financial Planner Board of Standards, Inc. through the Ambassador Program. Marty has been quoted in the Washington Post and the Investor’s Business Daily and writes on-going blogs for the CFP Board website, Marty has also been interviewed on the North Carolina News Network.

To learn more about my life story as a financial planner, you can read the enclosed published article here.