Martin Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, charities, and businesses. Like many team firms, it charges fees based on assets under management and builds individualized investment policies to guide portfolio construction and ongoing supervision.
The firm combines fundamental analysis with a primarily passive, asset‑allocation approach and frequently uses third‑party model solutions, including the SEI Mutual Fund Models Program where SEI rebalances accounts and acts as custodian. It also engages outside managers, uses TAMP reporting and CRM systems to support service delivery, and can serve as an ERISA fiduciary when providing ongoing monitoring and investment recommendations to retirement plans.
Distinctive features disclosed in the brochure include an affiliated subsidiary, Legacy Coordination, LLC, that offers estate‑planning services to clients, and formal referral arrangements with Ramsey Solutions’ SmartVestor program and SmartAsset that provide paid client leads. The firm also discloses that a firm principal is licensed to sell life and health insurance and may receive commissions for insurance or annuity sales, a potential conflict of interest that is noted in the brochure.
Client services
Expertise
Fee options
$0+: up to 1.75% $0+: up to 1.75% (Retirement Plan Consulting)
$400 per hour with a 5-hour minimum for financial planning
Ongoing financial planning engagement monthly fee generally ranges from $150 to $250
Fee-only: Hourly financial planning fee of $400/hour with 5 hour minimum; ongoing financial planning monthly fee ranges from $150 to $250
Main office
1055 W Main Street
Christiansburg VA 24073
Advisors at this office
5
Most active in
Florida · North Carolina · Texas · Virginia
Also doing business as
Martin Wealth Solutions · New River Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Linwood F
Series 65
Christiansburg, VA
Martin Wealth Solutions
Linwood Fraher is a financial advisor at Martin Wealth Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at Amerilife of VA LLC. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach combined with fundamental analysis and utilizes third-party model solutions and outside managers to support portfolio construction and ongoing supervision.
Theresa M
Series 65
Christiansburg, VA
Martin Wealth Solutions
Theresa Martin is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with eight years of industry experience. She has worked at New River Financial Group, LLC since 2017 and has been affiliated with Carilion Medical Clinic since 2015. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation investment approach combined with fundamental analysis and utilizes third-party model solutions such as the SEI Mutual Fund Models Program.
Samuel B
Series 63, Series 65
Christiansburg, VA
Martin Wealth Solutions
Samuel Benson is a financial advisor at Martin Wealth Solutions with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Martin Wealth Solutions in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2022. Outside of his advisory work, Benson is involved with Chase Staffing, a staffing company based in Roanoke, VA. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm combines fundamental analysis with a primarily passive, asset-allocation approach and frequently utilizes third-party model solutions to guide portfolio construction and supervision.
Jimmy M
Series 66
Christiansburg, VA
Martin Wealth Solutions
Jimmy Martin is a financial advisor with Martin Wealth Solutions in Christiansburg, VA, holding a Series 66 designation and 17 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and New River Financial Planning, LLC. Martin is also an independent insurance agent specializing in fixed insurance sales. Martin Wealth Solutions is a team of five advisors providing discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm uses a primarily passive, asset-allocation investment approach combined with fundamental analysis and employs third-party model solutions and outside managers to support portfolio management.
Casey B
Series 65
Christiansburg, VA
Martin Wealth Solutions
Casey Bibb is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Martin Wealth Solutions, he worked at Carilion Clinic for six years. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm uses a primarily passive, asset-allocation approach supported by fundamental analysis and third-party model solutions, and it offers estate-planning services through an affiliated subsidiary.
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