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 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.
Whitney always maintains an upbeat, can-do attitude. Her attention to detail means that our events and meetings go smoothly from concept to completion. She holds a bachelor’s degree from Radford University. Whitney and her husband, Johnny, have two children, Ainsley and Ellis. She enjoys spending time outdoors, crafting with her children and traveling as often as possible.
Client Service Representative
Cassie handles client relations and works hard to provide clear information regarding advisory meetings, account information, and numerous other services. She also coordinates our social media in order to keep clients informed. Cassie and her husband, Carter, live in Christiansburg and have a corgi named Tibby. In her free time, she enjoys playing pickle-ball and spending time with family.
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.
Complimentary Retirement Planning Kit
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your complimentary copy.