Confident. Tax-Smart.
Ready for Retirement.

Retirement planning built on a fiduciary foundation. We help people 50+ simplify taxes, income, investments, and healthcare through our signature SmartWealth System™.

Wondering if your money will last, Am I paying too much in taxes, or what should I do with my 401k, Investments or Social Security?

Jeff and Suzy finally have a Tax-Smart Retirement Plan

Google Reviews

What People Are Saying

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Bobby Linkous profile picture
Bobby Linkous
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Everybody is very friendly, helpful and good to work with. Would recommend you to anybody
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Steve Brown profile picture
Steve Brown
28 October 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have found everyone at Martin Wealth Solutions professional, friendly and knowledgeable for both financial planning and personal health insurance. Highy recommended!
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Judith Repass profile picture
Judith Repass
12 August 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I am a new client at Martin Wealth Solutions and very fortunate to have Linwood Fraher as my advisor. He is thorough and knowledgeable and has given me excellent advice on my financial plan. After all, the people at Martin are Fiduciaries and always consider your, as opposed to their, best interest!
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Gwen Douglas profile picture
Gwen Douglas
4 December 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We've worked with Jim and his Team since near the beginning of his establishment of his services, and we've been pleased with our experience. They are attentive and creative, and are very good at explaining the options that are available for our investments.
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Trisha Haldiman profile picture
Trisha Haldiman
25 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The staff at Martin Wealth Solutions have been great. They’re very knowledgeable, able to breakdown the nuances of investing into understandable terms, and very patient. My investments are in good hands because I know they have my best interest in mind. I recommended them just the other day to one of my friends.
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Doug Gillespie profile picture
Doug Gillespie
3 July 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I’ve been a client for seven years and I have no misgivings in choosing Martin Wealth Solutions to handle my investments. They are informative and helpful and pleasant and responsive. -Doug Conner
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Jeffrey Ladd profile picture
Jeffrey Ladd
3 February 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
No pressure, straightforward advice, transparent pricing, Sam and the whole team are great to work with!
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Steven Crawford profile picture
Steven Crawford
19 January 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Martin Wealth Solutions does a great job for us. We trust Jim and his staff to protect and grow our savings. We had wanted to switch our investments over to a fiduciary firm for a long time. We are glad we found Jim and staff and we recommend them.
Posted on Google Google
Mark Ryan profile picture
Mark Ryan
27 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great friendly very informative group to work with. Keeps us updated on latest info. Reaches out to see if we need anything or want to meet with them.
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Justin Broderick profile picture
Justin Broderick
27 September 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great to have a partner like Martin Wealth to help guide our investment strategies, and review new opportunities and bounce ideas off of. Definitely recommend.

How can I reduce my taxes in retirement?

Are my investments in the right place?

Will I run out of money in retirement?

Interested in Working Together?

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1

Step #1

Get Your Free SmartWealth Assessment

Let’s have a brief, no-pressure conversation to discuss your goals and see if we’re a good fit.

2

Step #2

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As fiduciaries, we’ll review your current strategy behind the cenes to uncover hidden risks, potential income gaps, and unnecessary taxes.

3

Step #3

Put Your Plan Into Action

We do the heavy lifting so you can retire with confidence — and keep refining the plan as your life changes.
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The Martin Wealth Difference

Experts in helping people aged 50+ lower taxes, invest smarter, and maximize income.

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