Skip to content

Who We Are
In the News

Pensionmark Expands Network in Houston, Texas

Kerns Capital Management joins Pensionmark Financial Group as newest affiliate office.

The Pensionmark network of advisors continues to grow as they welcome another office to the Advisor Support Program (ASP). Martin L. Kerns, II, President and Chief Executive Officer of Kerns Capital Management joins Pensionmark as Managing Partner.

Martin Kerns comments, “Kerns Capital has been committed to improving the American retirement system for over 40 years. Beginning with my father’s founding of Compensation Planning, Inc. in 1972, we were one of the very first companies to offer 401k administration, daily valued recordkeeping, ERISA 404(c) investment due diligence and managed accounts. Pensionmark’s passionate commitment to improving our quality of life in retirement, combined with their strong national presence, is in keeping with our desire to deliver best in class consulting, fiduciary and investment advisory services. We are proud to be part of the team.”

The partnership provides Martin and his team with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and lead generation systems.

“Martin and his team represent a family-built business dating back over 40 years. These values are well-suited for our Pensionmark family. His skillsets in advisory, legal, and portfolio management are great resources for our network,” comments Troy Hammond, President and CEO of Pensionmark Financial Group located in Santa Barbara, California.

Pensionmark Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

About the Pensionmark Advisor Support Program

Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, compliance support, and preparedness of the DOL Fiduciary Rule.