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?
Google Reviews
What People Are Saying
Martin Wealth Solutions
135 Google reviewsPosted on Google![]()
Bobby Linkous21 November 2023Trustindex verifies that the original source of the review is Google.
Everybody is very friendly, helpful and good to work with. Would recommend you to anybodyPosted on Google![]()
Steve Brown28 October 2024Trustindex 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!Posted on Google![]()
Judith Repass12 August 2024Trustindex 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!Posted on Google![]()
Gwen Douglas4 December 2023Trustindex 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.Posted on Google![]()
Trisha Haldiman25 November 2023Trustindex 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.Posted on Google![]()
Doug Gillespie3 July 2025Trustindex 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 ConnerPosted on Google![]()
Jeffrey Ladd3 February 2025Trustindex 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!Posted on Google![]()
Steven Crawford19 January 2026Trustindex 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![]()
Mark Ryan27 November 2024Trustindex 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.Posted on Google![]()
Justin Broderick27 September 2024Trustindex 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.
Martin Wealth Solutions has not provided any compensation for the testimonials shown. Your experience may not be representative of the experiences of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
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?
Get Started in three easy steps:
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
We Build Your Retirement Blueprint
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.-Why Martin Wealth -
The Martin Wealth Difference
Experts in helping people aged 50+ lower taxes, invest smarter, and maximize income.
What you get:
Transparent Pricing
Customized Retirement Advice
Fiduciary Financial Advisor
We will never:
Charge Hidden Fees
Recommend Cookie-Cutter Solutions
Hide Conflicts of Interest
-ABOUT US-
Martin Wealth Solutions
Fiduciary Financial Professionals helping retirement savers aged 50+ towards the goal of:
- Lower Taxes in Retirement
- Manage Investment Risk in Uncertain Times
- Create Tax-Efficient Income