Meet the Team
Jim Martin, RFC, AAMS
Sam Benson
Linwood Fraher, CFF
Theresa Martin, RN, CFF
Whitney Coleman
Casey Bibb, FPQP
Julia Swearingin
Natalie Shelton-Antley
Bailey Dennis
Martin Wealth Solutions + Charles Schwab®
“Have peace of mind knowing your retirement accounts are held with an established financial institution you can trust.”
– Jim Martin, Founder of Martin Wealth
Charles Schwab® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 40 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Charles Schwab, visit https://www.schwab.com/.
- Charles Schwab provides clearing, custody, or other brokerage services to Martin Wealth Solutions.
- Working with Charles Schwab gives Martin Wealth access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
- Through our relationship with Charles Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Charles Schwab account.
Ready to get started?
Our firm has been helping people just like you with financial advice for more than a decade
Schedule a 20-Minute call to see how we can help you.
