Generational planning to carry on core values

Welcome to the Martin Wealth Management Group

We take great pride in putting our clients first. Our dedication to clients goes beyond investments - helping them manage their lives, families and charitable endeavors. Our team is prepared to carry on the core values all of our clients have become accustomed to for future generations.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how we can be of service to you.

Proud to work with a nationally recognized teammate

At the Martin Wealth Management Group, we are very proud that Financial Advisor Wade Martin has received the Forbes Best-in-State Wealth Advisor award in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Wade!

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024.

Meet the team

Martin Wealth Management Group

Learn more about The Martin Wealth Management Team.

Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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