I founded Martin Wealth Solutions in 2011 because it was time for a change. Not just for me, but how the wealth management profession delivers financial planning and defines fiduciary client care. At Martin Wealth Solutions, as fiduciaries, our sole goal is helping our clients achieve their dreams. We focus on helping people over age 50 retire lower their taxes, create lifetime income, and retire on their terms. That’s it. The entire firm – our people, our services, our operations, and our connection with clients – is shaped by this goal. To help you retire on your own terms! Daily, I’m inspired by our team and the experiences we create for our amazing clients.
We are different. By design.
I am honored to collaborate with others and be recognized as:
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.
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