We help women & couples simplify taxes, income, investments, and healthcare through our signature SmartWealth System™
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.
Martin Wealth Solutions is a fiduciary financial planning firm serving Roanoke and the surrounding valley. As fiduciaries, we're legally required to put your interests first — no commissioned products dressed up as advice, no cookie-cutter plan. Just coordinated guidance across your retirement income, taxes, and investments.
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Turning your 401(k), IRAs, pension, and Social Security into a tax-smart paycheck.
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Roth conversions, income timing, and multi-year strategy to lower your lifetime tax bill, not just this April's.
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Low-cost, evidence-based portfolios built to weather the market's bad years.
We're fee-based fiduciaries who coordinate your whole picture — advisor, tax strategy, and investments in one plan — instead of leaving you to stitch together three professionals who never talk. And we're local to the valley, so a face-to-face conversation is easy when you want one.
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.
