After being in the financial services world for a decade, I was thrilled to join Martin Wealth Solutions in 2022. I love being part of a high-achieving team that shares my passion for always doing the right thing. Delivering world-class client service where I have real impact on the firm, the team, and helping our clients live their best possible retirements.
I decided to become a financial advisor after my mom passed away and I met with her advisor. The lack of care and professionalism was shocking but now I realize all too common in our industry. I decided at that time, “There’s got to be a better way to do this.” After working at Allstate and Morgan Stanley, I came to realize that no other place is quite like Martin Wealth. As a financial planner at Martin Wealth, I have a deep and personal relationship with our clients. My goal is to care for them how I would have cared for my mother. No one is a number at our firm.
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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