ramsey personalities

Your Local SmartVestor Pro

Jim Martin is a SmartVestor Pro serving Roanoke, Salem, Christiansburg, Blacksburg, Smith Mountain Lake, and communities throughout the New River Valley. We share Dave Ramsey’s mission to help people pursue financial peace and we serve with the heart of a teacher. Through Martin Wealth Solutions, Jim and the firm’s fiduciary planning team help people nearing or recently retired make smart decisions about taxes, retirement income, investments, and healthcare.

Speak with a SmartVestor Pro

A financial advisor with the heart of a teacher

At Martin Wealth, we believe good advice should be easy to understand. We take time to explain your options, answer your questions, and help you understand the “why” behind each recommendation. Our SmartVestor Pro works alongside our fiduciary planning team to provide retirement planning, tax planning, and investment management built around your goals.

"...After all, the people at Martin are Fiduciaries and always consider your, as opposed to their, best interest!"
Judith Repass
"Knowledgeable and concerned with taking care of my money as if it were their own. Highly recommended for taking care of your retirement concerns."
- Frank Scammell
"Excellent client care. Very knowledgeable and interested to listen to my goals. I feel better about my retirement concerns."
Tim Cook

Martin Wealth Solutions has not provided any compensation for the testimonials shown. Your experience may not be representative of their experiences. To our knowledge, there are no material conflicts of interest. Testimonials are from current clients as of 9/5/2026.

How does it work?

Getting started with a SmartVestor Pro:
1
Schedule 20-Min Call

You choose a time that is convenient to talk to one of our advisors

2
All About You

We’ll learn what you are trying to accomplish and explain how we might be able to help

3
Review Assessment

We’ll set up a face-to-face appointment or zoom call to start building solutions to put you on the right track

Speak with a SmartVestor Pro

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.

Get Started
From 130+ Client Reviews
No sales pitches or commissions
No surprise costs or fees
No long-term contracts
No more worrying about retirement