Martin Wealth Solutions

Martin Wealth Solutions

Christiansburg, Virginia

5.0

25 Reviews

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 ...see more

Assets Under Mgmt

$132.33M

Investment Professionals

3

Locations

1

% 401K & Individual

85%

% Discretionary

100%

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

Reviews for Martin Wealth Solutions

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