I joined Martin Wealth in 2021 as a Client Relationship Manager and became an Associate Financial Planner in 2024. My skills as a client focused advocate align perfectly with the firms’ mission of helping people live their retirement dreams. It’s my job to simplify the complex and help clients make smart retirement decisions.
Growing up in a small town has underlined the importance of always doing the right thing. When I left Carillon and joined Martin Wealth, the financial planning world was a mystery to me. Like it is for so many people. Retirement, Investments, and taxes can be very complex and technical areas for many people and leveraging my educational background and experience to help our clients is incredibly rewarding. Working with such a tight-knit team makes work my home away from home.
Schedule a 20-minute call with a fiduciary advisor - not a salesperson. We’ll talk through where you are, what’s on your mind, and whether a next step makes sense. No sales pitch. No paperwork. No pressure. Just a conversation.
The underlying question is simple: "Will we be okay?" We build a plan that shows when you can retire, how much you can spend, and where your retirement income will come from—so you can enjoy what you worked for.
“What happens if the market crashes after I retire?” It’s one of the biggest fears retirees have. We build low-cost, tax-efficient portfolios so you have a clear strategy for what to do when markets fall instead of reacting in the moment.
“How do I pay less in taxes?” We build tax strategies to help you reduce taxes today and throughout your retirement—so you can keep more of what you’ve worked hard to save.
Our fiduciary advisors help you make smart retirement decisions about taxes, retirement income, investments, and healthcare
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New River Financial Group, LLC is a Registered Investment Advisor offering advisory services in the State of Virginia and other jurisdictions where exempted. New River Financial Group, LLC dba Martin Wealth Solutions.
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