A complete list of active advisors currently associated with Martin Wealth Management, LLC

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

Martin Wealth Management, LLC provides investment advisory services to individuals and high‑net‑worth clients by acting as a co‑advisor and directing client accounts to a third‑party money manager, Matson Money. The firm does not directly manage or custody client assets; instead it assists clients with onboarding, paperwork, delivery of disclosures, and periodic review of the third‑party manager’s statements. Investment strategies are developed from client‑provided objectives and documented client profiles, and MWM relies on the TPM’s portfolios and reports to implement those strategies. Clients may impose investment restrictions, and accounts placed with the TPM are reviewed at least quarterly while MWM coordinates communication and monitoring through the TPM platform. Noteworthy aspects disclosed in the brochure include an affiliated insurance business and licensed insurance agents among the firm’s principals who may offer Medicare‑related insurance products on a commission basis, a flagged conflict of interest that the firm describes and discloses. The brochure also highlights the firm’s involvement in fiduciary education—principals serve as Certified Financial Fiduciary instructors and participate in seminars/workshops—and notes a recent change to discontinue offering standalone financial planning services.

To learn more about the advisors currently working at Martin Wealth Management, 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.