Our fiduciary advisors help you make smart retirement decisions about taxes, retirement income, investments, and healthcare
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.
When can I retire? How much can I spend? When should I claim Social Security? How can I pay less in taxes? How should I invest in retirement? It brings your income, investments, taxes, healthcare, and estate plan together - so you can get clear answers and retire with confidence.
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"Martin Wealth is very knowledgeable in helping you to plan for retirement. Works with your goals and guides you in your investments to get the most out of your money. The staff is always so pleasant to speak with and prompt in getting what you want or need done. Feel blessed to have found them."
- Rhonda Lipes
"The whole team at Martin Wealth have been very helpful to me. I’ve been a client for about 5 years and love that they are always available to answer questions."
A Note from Our Founder: I founded Martin Wealth Solutions in 2011 because it was time for a change - not just for me, but in how the wealth management profession delivered advice and cared for clients as fiduciaries. The goal was simple: make retirement planning easier to understand. Make it human. Today, our fiduciary planning team - including CFP® professionals – helps people make smart decisions about taxes, retirement income, investments, and healthcare. So they can retire on their terms.
That goal shapes every part of our firm - our people, our services, our operations, and how we work with you. We give you clear answers and a team you can turn to whenever an important retirement decision comes up. We serve clients in Roanoke, Salem, Smith Mountain Lake, Blacksburg, Christiansburg, and throughout the New River Valley, as well as clients nationwide.
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.
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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