jim headshot

Jim Martin, AAMS

Founder of Martin Wealth
Talk with a Fiduciary Advisor

Get clear answers about retirement

Our fiduciary planning team helps people nearing or recently retired make smart decisions about retirement income, taxes, investments, and healthcare.

check
"When can I retire?"
question mark
"How much can I spend?"
chart
"How do I create income?"
chart
"How do I pay less in taxes?"

Turn your retirement questions into a plan

We start with a complimentary 20-minute conversation. Tell us a little about yourself and what’s on your mind, and we’ll answer your questions and help you decide whether a next step makes sense.

Current assets (excluding real estate)
What has led you to connect with us?
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Questions Before We Talk?

Here are answers to a few common questions.

Do you work with people virtually or just in Virginia?
Do you offer an hourly or one-time project fee option?
How is Martin Wealth different from other financial advisors?
Is Martin Wealth Solutions a good fit for me?

Ready to get clear answers about retirement?

Talk with a fiduciary advisor about where you are, what’s on your mind, and what you want help with.

Talk with a Fiduciary Advisor