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Theresa Martin, RN, CFF

Here at Martin Wealth

As a registered nurse I’ve always been passionate about helping people, in 2020 when Martin Wealth launched its Health Care Division, I knew it would be a perfect fit. As a licensed financial planner and a registered nurse, health and wealth are intertwined for me. I love being part of a team committed to helping our clients not only focus on their financial health but their physical health as well. As a cancer survivor, I know firsthand how important both are. I’m grateful to be at a place where I can add real value by applying my unique skills and background to the families we serve.

Career Highlights

My introduction to financial planning came while helping Jim deliver an educational workshop at a local college and I was hooked. I had always been interested in investing and as an RN had a true passion for helping people. When our firm launched our Health Care division, Martin Health Solutions, it was the perfect marriage of health and wealth and a great opportunity for a leverage of passions.

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Personal Points of Interest
  • Family: I grew up in a big, boisterous household with eleven other siblings. Never a dull day growing up. Now as a mother of two boys, Kyle and Barrett, I can’t imagine how my mom raised 12 kids.
  • Travel: The Martin Clan loves to travel and experience the world. Iceland is still my favorite place on the planet and I’m also very happy on a beach!
  • Cancer Survivor: Being diagnosed with stage-3 Ovarian Cancer in 2006 at 26 changed the trajectory of my life and has driven my passion for health.
  • Running and Fitness: I’ve run 6 half-marathons and I’m always ready for the next! I love the challenge and the reward.

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Retirement Planning

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.

Investment Management

“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.

Tax Planning

“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.