Martin Wealth Solutions, based out of Christiansburg, VA, is a highly reputable investment advisory firm serving a diverse client base. With over 440 individual clients and an impressive $132,333,000 in assets under management, Martin Wealth Solutions has established itself as a trusted partner in wealth management. Operating from two offices, this small firm possesses extensive expertise in managing employer 401Ks as well as individual portfolios, with over 80% of their assets falling into these categories.
With a commitment to providing exceptional service, Martin Wealth Solutions ensures that all assets under their management ...
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Assets Under Mgmt
$132.33M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.