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![]()
Mary Pettitt30 November 2025Trustindex verifies that the original source of the review is Google.
Jim and Sam are valued teammates in helping us achieve our retirement goals. They’ve helped us focus on our goals and check in frequently to make sure the goals haven’t changed. I’ve heard others speak of frustration in getting in touch with their financial advisors and that’s not the case with Martin Wealth. They touch base with us regularly and have always been responsive when I’ve contacted them. They treat you like family rather than just an account number. Highly recommend.Posted on Google![]()
Frank Scammell26 November 2025Trustindex verifies that the original source of the review is Google.
Great folks!! Helping me retire early!! Jim , Sam and the whole staff have been nothing but wonderful. They helped is get our retirement plan on track and helped us get our documentation squared away in the event something happens to one or both of us. I recommend these people to help you as well.Posted 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![]()
Daniel Mays7 February 2024Trustindex verifies that the original source of the review is Google.
Jim and his team are absolutely top notch. They are very knowledgeable, professional and trustworthy. The Health and Wellness planner, Theresa is an added bonus. She helped us make the transition to Medicare smoothly in a very complicated situation. She takes all of the confusion out of the process. What an unexpected added benefit of working with Martin Wealth Solutions! She and the whole team are so easy to work with and so supportive and success oriented. I just wish I had found them earlier.Posted on Google![]()
julie fraze21 November 2023Trustindex verifies that the original source of the review is Google.
Responsive to concerns and needs. Keeps us up to date on our finances. We would recommend Jim Nartin for your investment needs.Posted on Google![]()
Mike Carlton6 February 2026Trustindex verifies that the original source of the review is Google.
Sam is excellent. Always caring. Gives us information that is helpful and a great comfort.Posted on Google![]()
Museum Admin: Sue Hossack9 February 2026Trustindex verifies that the original source of the review is Google.
I have been going to Jim Martin and Sam Benson for several years and have been very happy with the service I get. Sam listens to my concerns and gives me good suggestions . He follows up well.Posted on Google![]()
DAVE DEISHER27 April 2026Trustindex verifies that the original source of the review is Google.
Very responsive and professional. They always stay on top of changes or information request.Posted on Google![]()
steffen abrahamsen21 November 2023Trustindex verifies that the original source of the review is Google.
We have easy access to questions ,planning,and good advising that is well organized.They are prompt in returning calls and we like the family atmosphere.Posted on Google![]()
Betsy Hagan27 November 2023Trustindex verifies that the original source of the review is Google.
Martin Wealth Solutions has served as an excellent fiduciary in managing my retirement accounts. The advisors have improved my financial security and I have the utmost confidence in their financial advice. I highly recommend MWS.
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?
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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
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Charge Hidden Fees
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-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