You have spent decades building your retirement savings. Now you need a strategy for turning what you have accumulated into reliable income—without paying unnecessary taxes or taking more investment risk than you need. From our nearby Roanoke office, Martin Wealth Solutions helps Salem-area individuals and couples coordinate retirement income, investments, taxes, Social Security and healthcare through our 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 — Roanoke Office
4002 Brandon Avenue SW
Roanoke, VA 24018
540-639-4810
Our Roanoke office is conveniently located near Salem for clients who prefer to meet face to face. Virtual meetings are also available.
When retirement is ten or twenty years away, saving consistently may feel like enough. Once retirement is within sight, the questions become more specific—and the cost of getting them wrong becomes greater.
These decisions affect one another. A Social Security decision can change your tax situation. A Roth conversion may affect Medicare premiums. An investment decision can influence how much income your portfolio can reasonably provide. That is why we believe retirement planning should be coordinated—not handled one decision at a time.
Martin Wealth Solutions works primarily with people age 50 and older who have accumulated meaningful retirement savings and want a more coordinated strategy.
Our SmartWealth System™ organizes your retirement decisions around five areas:
You do not need another disconnected financial projection. You need a strategy that helps you understand what you can spend, how your decisions may affect your taxes and whether your money is positioned to support the retirement you want. Let’s start with a brief conversation.
Explore the SmartWealth System™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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