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![]()
John John21 November 2023Trustindex verifies that the original source of the review is Google.
Friendly staff, knowledgeable and helpful Finacial Advisor, quick responses, customer first attitude.Posted on Google![]()
Dave Cohan16 March 2026Trustindex verifies that the original source of the review is Google.
My wife and I have been extremely pleased with Martin Wealth Solutions. Our primary financial advisor, Sam Benson, and also Jim Martin, have given us great advice over the years, at reasonable fees. And, the rest of their staff and customer service are always terrific and responsive. We highly recommend them.Posted on Google![]()
Thomas Dindinger13 August 2025Trustindex verifies that the original source of the review is Google.
My wife and I have been delighted with the knowledge, experience, professionalism and courtesy shown to us by Martin Wealth Solutions. Jim provided me with sound advice and through financial modeling, the confidence to retire at age 60. Our goal was for my wife to be able to join me in retirement when she reaches 60 as well. Jim provided us with analysis that shaved two years off of my wife’s retirement date. She will be joining me at 58! Many thanks to Jim and his staff! We highly recommend the MWS team.Posted on Google![]()
Roberrt Kinney21 November 2023Trustindex verifies that the original source of the review is Google.
Very accommodating to the needs of clients and well-informed with investment strategies. Staff is extremely friendly.Posted on Google![]()
David Lane26 November 2024Trustindex verifies that the original source of the review is Google.
Jim and all the crew at Martin Wealth Solutions are knowledgeable and a pleasure to work with. You won’t find a more dedicated and sincere group of professionals to help you meet your goalsPosted on Google![]()
David Link22 March 2024Trustindex verifies that the original source of the review is Google.
As a Commercial Airline Pilot, I only have a few years left before mandatory retirement, and I’ve been looking for a firm to help me invest. So far, my experience has been more than positive. They have great people to work with and they really explained things well. I would recommend them to anyone looking for help.Posted on Google![]()
Michael Forest13 November 2025Trustindex verifies that the original source of the review is Google.
Trustworthy, sound advice.Posted on Google![]()
Nancy Collins15 July 2025Trustindex verifies that the original source of the review is Google.
Great group of people to work with. Very honest people. Sam is the best. He is always there by phone, email, or in person when we need him. We are very please with everyone in the company.Posted on Google![]()
Tony Conner5 March 2026Trustindex verifies that the original source of the review is Google.
Jim is the only reason I can retire so easily. They truly are the Best.Posted on Google![]()
Jim Perini27 November 2024Trustindex verifies that the original source of the review is Google.
We've been working w/ Jim Martin and Team for several years in planning our retirement and managing our funds. Everyone is always professional and extend themselves to ensure you understand the plan they've built for you. Always willing to discuss details, they're excellent at educating you in the finer points of fund management and strategies.
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?
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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