A complete list of active advisors currently associated with Martin Financial Solutions, LLC

Warmer can help you find a great advisor at Martin Financial Solutions, LLC or one who fits your needs even better.

Martin Financial Solutions, LLC provides ongoing portfolio management and financial planning services to individuals, trusts, and estates, along with general consulting on retirement, tax, and investment planning. The firm also offers a subscription-based, economics-oriented newsletter and provides aggregation and management of held-away retirement plan assets through a third‑party service. The firm’s investment approach combines fundamental and cyclical analysis with technical timing tools to build asset-allocation portfolios that primarily use exchange-traded funds, while permitting use of options, inverse/leveraged funds, margin, short sales and direct-indexing strategies where appropriate. Portfolio reviews are performed regularly and the brochure explicitly addresses risks the firm considers, including political risk, direct-indexing tracking error, cryptocurrency volatility and cyber risks. Compared with many independent advisers, Martin Financial Solutions discloses two uncommon features: a paid newsletter offering and the principal’s separate role as a licensed insurance producer who implements life, long‑term care, disability and other insurance solutions for clients and receives commissions for those sales. The brochure notes that the advisor spends a meaningful portion of time on insurance activities and describes the related conflict-of-interest controls and disclosures.

To learn more about the advisors currently working at Martin Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Peter Martin	Sun City West, AZ	14

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