Sharon Peters Martin, CPA

Sharon Peters Martin is a seasoned CPA and Financial Advisor who has been navigating the complexities of accounting, taxation, and financial planning since 2003. With over two decades of experience, Sharon is dedicated to providing clients with a rare combination of high-level technical expertise and deeply personalized service.

Sharon’s career brings a 360-degree perspective to financial health, with a professional background that spans public accounting in Washington, D.C., the non-profit sector, and government work. In 2021, she further expanded her professional scope by integrating full financial advisory services, allowing her to offer a truly holistic approach to wealth management and tax strategy. She is particularly passionate about helping business owners bridge the gap between their corporate accounting needs and their personal financial goals.

Sharon holds a bachelor’s in business administration from the University of Wisconsin-Madison. She is a licensed CPA in the State of Maryland and holds FINRA Series 7 and 66 licenses through LPL Financial, along with life, health, and variable insurance credentials.