About
Fiduciary Financial advisor, planning for your retirement.
Fiduciary Financial Advisor
JEFF MARTIN, CRPC®
Chartered Retirement Planning Counselor
Jeff is an active fiduciary financial advisor, as well as the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm, with offices in Chandler, Gilbert, Maricopa, and Tucson, Arizona. Leading up to launching his financial advisory practice, Jeff has spent the last 15+ years in financial services and providing financial advice and retirement. As a foundation for his knowledge, Jeff holds a bachelor's degree in Accounting which he earned from the University of Central Florida. Also, he holds the Chartered Retirement Planning Counselor designation, giving him a high degree of knowledge surrounding retirement planning. Jeff possesses a passion for educating people on personal finance and helping others succeed, thus reflecting on his personal service to his clients.
J. Martin Wealth Management is proud to offer a number of services including Financial Planning, Retirement Planning, Income Planning, Investment Advice, and Tax Planning. Ultimately, Jeff’s mission is to provide each and every client with the education they need to feel empowered about their financial future. Whether you’re wondering how to save for retirement or you’re considering the benefits of income planning, Jeff is dedicated to ensuring that your needs are met.
Jeff enjoys public speaking and delivering educational seminars on financial topics such as Wealth Management, Taxes in Retirement, and General Retirement Planning. He knows each person’s financial situation is unique, and their financial plan should be, too. To uphold his firm’s approach to working with clients on a personalized basis, he realizes there is no cookie-cutter solution to delivering sound financial advice.
Residing in beautiful Arizona, Jeff is originally born in sunny St. Petersburg, Florida. In his spare time, he enjoys staying active by playing golf, hiking, and scuba diving. A newfound passion is spending free time in the Arizona mountains and the National Parks of the Southwest US.
Do you have a question for a financial advisor?
You deserve to work with a fiduciary financial advisor in Arizona. At J. Martin Wealth Management, we're committed to putting your needs first.
As your trusted fiduciary, we adhere to the highest ethical standards, ensuring that all our recommendations and actions are solely in your best interest. We believe in transparent communication, providing clear and concise information to empower you to make informed financial decisions.
Whether you're seeking guidance on retirement planning, investment management, tax planning strategies in retirement, or any other financial matter, our experience is here to provide personalized solutions tailored to your unique circumstances.
Contact J. Martin Wealth Management today to schedule a complimentary consultation and discover how we can help you achieve your financial goals. Your financial well-being is our top priority. Contact us today!
What does a wealth management firm do?
A wealth management firm helps clients with financial planning. They take a holistic approach to investment advice, integrating financial planning and investment management. This means they work with clients to identify their financial goals and then create a plan to help them reach those goals. They consider a client’s risk tolerance and financial needs. Wealth management firms can also help with retirement planning, investment advice, income planning, and tax planning.
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