Our mission is your financial success. We accomplish
Our mission by living our core principles and beliefs:
Always do the right thing
Have the heart of a teacher
Challenge the status quo and think differently
MEET THE TEAM
The team behind Martin Wealth Solutions is made up of qualified financial professionals
who are passionate about helping individuals and families
Jim Martin, RFC, AAMS
Founder & Financial Advisor
Jim's philosophy is to keep his clients’ needs at the center of every decision. To him, financial planning is more than strategies and statistics; it’s about creating enduring personal relationships with his clients to help them live their dreams.
Prior to becoming an independent financial advisor, Jim worked his way to senior management at a national bank — until the 2008 market crash changed his outlook. After seeing so many lose so much, Jim left the management side of finance in order to work with people he knew he could help. Soon after, he founded Martin Wealth Solutions.
Jim earned the Registered Financial Consultant (RFC) designation as well as the Accredited Asset Management Specialist designation from the College of Financial Planning. Jim resides in the valley with his wife, Theresa, and sons, Kyle and Barrett. He is active in his church as well as a number of community organizations. In his spare time, he enjoys golf, fishing, beekeeping and visiting national parks.
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New River Financial Group, LLC is a Registered Investment Advisor offering advisory services in the State of Virginia and other jurisdictions where exempted. New River Financial Group, LLC dba Martin Wealth Solutions.
Investing involved risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions.