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![]()
Ken15822 November 2023Trustindex verifies that the original source of the review is Google.
I am a newer client but satisfied with friendly staff, portfolio goals and objectivesPosted on Google![]()
mary glenn aydlett26 November 2024Trustindex verifies that the original source of the review is Google.
We have worked with Martin’s Solutions for years and could not be happier with the friendly, detailed service...we would work with no one else!Posted on Google![]()
Edward E Taylor31 August 2026Trustindex verifies that the original source of the review is Google.
My wife and I are so Glad that we found Jim and his team at Martin Wealth. Another financial planner had really just put us in a mess. I was listening to Jim on the radio about 6 years ago and took a chance and found it was the best decision we could have made. He did in two weeks what the other company had not accomplished in over a year. They are down to earth and extremely knowledgeable They also navigated us through the Medicare choices which was very Helpful. I Highly recommend them. We feel very comfortable with our retirement plan. Sam Benson at Martin Wealth works with us as we need advice with our plan, and you could not meet a better team member. The whole staff is just outstanding.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![]()
Claudia Goodwin22 March 2024Trustindex verifies that the original source of the review is Google.
Jim Martin and his team do an outstanding job.Posted on Google![]()
Shana Sayers10 October 2024Trustindex verifies that the original source of the review is Google.
Great experience- everything was explained slowly and in detail.Posted on Google![]()
Diane Yopp21 November 2023Trustindex verifies that the original source of the review is Google.
We have been with Martin Wealth Solutions for over 8 yrs. We have always been pleased with financial advice and support given to us by Jim Martin and would highly recommend his servicesPosted 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![]()
Mark Gwin29 November 2024Trustindex verifies that the original source of the review is Google.
Very helpful, patient and polite group of professionals. I recommend highly.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.
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