MARTIN WEALTH SOLUTIONS
SEC RegisteredConfident. Tax-Smart. Ready for Retirement.
About the firm
Martin Wealth Solutions is a fiduciary financial advisory firm helping retirement savers aged 50+ lower taxes in retirement, manage investment risk, and create tax-efficient income through their signature SmartWealth System™.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax reduction strategies, investment management (using low-cost index funds, tax-efficient portfolios, and evidence-based asset allocation), income planning, Social Security guidance, and healthcare planning through the SmartWealth System™.
Who they serve
People aged 50+ who are planning for or approaching retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 798 | $221M |
| High Net Worth Individuals | 98 | $156M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARTIN WEALTH SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.