Updated February 06, 2024
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Martin Wealth Solutions

Investment Advisor Firm
Total assets under management$132M
Years in business2024+

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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Assets Under Management

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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
RIAN/A
Firm CRD NumberNumber of advisors
2834283

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