About Us

Here’s our story. We look forward to hearing yours.

Jim Martin, RFC, AAMS

Financial Advisor / President

"My goal is simple: to help my clients live more enjoyable lives with a little help from smarter investment portfolios."

As the president of Martin Wealth Solutions, Jim Martin’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.​

Theresa Martin

Financial Advisor

Theresa helps clients reach their financial goals while also preparing for the unforeseen expenses that often arise as retirees age.

Theresa and her husband, Jim, have two sons, Kyle and Barrett; a cat, Rocky; and a dog, Abby. Theresa enjoys spending time with family, traveling to new places and enjoying the many hiking opportunities in Virginia.

Mandy Shorter

Director of Operations

Mandy brings over eight years of administrative experience to the Martin Wealth Solutions team. A graduate of the University of Valley Forge in Phoenixville, Pennsylvania, she holds a degree in business management.

Mandy and her husband, Jeremy, have a daughter, Isabella. Mandy enjoys writing for her blog, reading, painting and spending time outdoors with her family.

Kathryn Richardson

Special Projects Manager

New to the financial industry, Kathryn enjoys cultivating lasting relationships with Martin Wealth clients.

Kathryn has a bachelor’s degree in marketing from Radford University. Prior to working for Martin Wealth, she worked as a designer/editor for a local photography studio.

In her spare time, Kathryn enjoys repurposing vintage furniture, four-wheeling and keeping up with her two active sons, Aiden and Colton.


We are not permitted to offer, and no statement made during this show shall constitute, tax or legal advice. You should talk to a qualified professional before making any decisions about your personal situation.

We are not affiliated with the U.S. government or any governmental agency, such as the Social Security Administration.

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