After starting my career at a large financial services company, I was thrilled to join Martin Wealth in 2023. Joining a team like we have at Martin Wealth Solutions came easy for me. I’ve been playing soccer and, on a team, as long as I was able to kick a ball and one thing I learned along the way: The better your teammates, the better player you are. Our team is made up of all-star players and that’s instantly something I wanted to be part of.
After graduating from Virginia Tech in 2020 I knew I wanted a career in financial services and joined a large insurance company. Like most things in life, lessons are learned the hard way. I learned fairly quickly that most firms are transactional and not planning focused fiduciaries. Putting shareholders’ interests ahead of the client. Joining a planning focused firm like Martin Wealth was a breath of fresh air and I realized quickly this was the perfect fit for me. Being a fee-based fiduciary advisor was what I went to school for.
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.
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