A complete list of active advisors currently associated with Martin Wealth Solutions

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

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.

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