Whether you're an artisan, a farmer, a small business owner, or someone who traded the rush for a quieter place in the Blue Ridge, the money side of that life rarely fits a standard mold — irregular income, self-employment, land and property, and a strong preference for keeping things simple and honest.
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.
If your income doesn't arrive as a tidy paycheck, most financial advice doesn't quite fit. We're comfortable with the reality of self-employment: uneven cash flow, quarterly taxes, retirement plans you have to set up yourself, and the goal of turning years of independent work into a retirement that holds. We also help folks who've retired to Floyd make their savings last in a place they love.
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A clear answer to "are we on track, and when can we retire?"
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Proactive, multi-year strategy to keep your lifetime tax bill down.
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Turning your savings and Social Security into a dependable paycheck
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Low-cost portfolios built for the long haul, not the headlines.
We're fee-based fiduciaries — no commissions, no cookie-cutter plan, no talking over you. Just honest guidance that fits the way you actually live and earn. And we'll happily meet by video or in person, whichever suits you.
After years of disciplined saving and investing, this couple reached financial independence in their late 30s. Their challenge wasn't accumulating more. It was creating a sustainable plan for a retirement that could last 50+ years.
A strong income, growing investments, and a healthy financial foundation. What they lacked wasn't information. It was time, clarity, and a trusted partner to help coordinate financial decisions.
"The whole team at Martin Wealth have been very helpful to me. I’ve been a client for about 5 years and love that they are always available to answer questions."
A Note from Our Founder: I founded Martin Wealth Solutions in 2011 because it was time for a change - not just for me, but in how the wealth management profession delivered advice and cared for clients as fiduciaries. The goal was simple: make retirement planning easier to understand. Make it human. Today, our fiduciary planning team - including CFP® professionals – helps people make smart decisions about taxes, retirement income, investments, and healthcare. So they can retire on their terms.
That goal shapes every part of our firm - our people, our services, our operations, and how we work with you. We give you clear answers and a team you can turn to whenever an important retirement decision comes up. We serve clients in Roanoke, Salem, Smith Mountain Lake, Blacksburg, Christiansburg, and throughout the New River Valley, as well as clients nationwide.
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.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions.
MWS pays a monthly membership fee plus a monthly advertising fee for being a SmartVestor Pro. The fees paid are payable regardless of whether any client chooses to communicate with or enter into an agreement with the firm.
