A complete list of active advisors currently associated with MartinWright Advisory, LLC

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

MartinWright Advisory provides discretionary investment management, non‑discretionary advisory services, financial planning and consulting to a mix of institutional investors, trusts, retirement plan participants and individual clients. As of March 1, 2026 the firm reports managing about $160.7 million across roughly 116 accounts, all managed on a discretionary basis. The firm blends active and passive portfolio management and emphasizes diversification, tailoring allocations to client profiles and objectives. Its investment toolkit includes technical and relative‑strength analysis (implemented often via ETFs), fundamental and charting analysis, options and alternative investments, tactical asset allocation and trend‑following, and the firm may use independent managers or sub‑advisors for portions of client portfolios while conducting ongoing monitoring. MartinWright is notable for its explicit platform and inter‑advisor relationships: it discloses an ongoing business relationship with a platform (tru Independence) for reporting, compliance and transition support and an RIA‑to‑RIA arrangement to use a third‑party trading desk (via Sanctuary/Pershing) for certain executions. The firm also discloses that some supervised persons are licensed insurance agents who may offer commissionable insurance products, and it describes policies intended to manage the attendant conflicts of interest and personal trading risks.

To learn more about the advisors currently working at MartinWright Advisory, 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.