Founded by Jason Martin, J. Martin Wealth Management is a Charlotte, NC-based firm dedicated to providing comprehensive, conflict-free financial advice. As a fee-only fiduciary, the company's mission is to act in the best interests of its clients, offering services that include retirement planning, investment management, tax strategies, and estate planning. They cater to a diverse clientele, including individuals, families, business owners, and non-profit organizations, focusing on creating personalized and integrated financial strategies to help them achieve their long-term goals.

Founded in

United States