Updated May 30, 2024
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Martin Wealth Solutions

Investment Advisor Firm
Total assets under management$132M
Years in business14+

About Martin Wealth Solutions

Martin Wealth Solutions is a distinguished financial advisory firm dedicated to achieving clients' financial success. Operating under the ethos of integrity and innovation, the firm upholds core principles such as ethical conduct, educational empowerment, and challenging conventional financial norms. Specializing in simplifying the complexities of wealth management, Martin Wealth Solutions places the client's best interests at the forefront. With a mission centered on doing the right thing and fostering a teacher's heart, the firm strives to reshape financial thinking and provide clients with unparalleled guidance. As a SmartVestor Pro, Martin Wealth Solutions exemplifies commitment to excellence in the realm of investment advisory, embodying a dedication to client welfare and financial well-being.

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Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Investment Management
  3. Financial Education
  4. Wealth Simplification
  5. Ethical Conduct
  6. Innovative Thinking
  7. SmartVestor Pro Services
  8. Client-Centric Approach

More about Martin Wealth Solutions

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
2834283

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Martin Wealth Solutions.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings