
J. Martin Wealth Management
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Overview
$250,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
2018
Year Founded
ABOUT J. MARTIN WEALTH MANAGEMENT
Local Independent Fiduciary Financial Advisor
Jeff is a committed fiduciary financial advisor and the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm with locations in Chandler, Gilbert, Maricopa, and Tucson, Arizona. With more than 15 years of experience in the financial services sector, Jeff has extensive expertise in financial advice and retirement planning. He earned a bachelor's degree in Accounting from the University of Central Florida and holds the Chartered Retirement Planning Counselor designation, demonstrating his proficiency in retirement planning. Jeff is passionate about educating individuals on personal finance and is dedicated to helping clients achieve their financial goals. J. Martin Wealth Management provides a range of services, including Financial Planning, Retirement Planning, Income Planning, Investment Advice, and Tax Planning. Jeff’s main objective is to equip clients with the knowledge necessary for a secure financial future. Whether you're looking for retirement savings advice or income planning strategies, Jeff is focused on addressing your specific needs. If you have financial questions and need support from an experienced fiduciary financial advisor in Arizona, please reach out to J. Martin Wealth Management. Your financial needs are our highest priority. Contact us today!
LANGUAGES SPOKEN
English
HIGHLIGHTS
$250,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
2018
Year Founded
Services
Focus
Industries
Clients
Services Provided
39% Financial Planning
30% Retirement Planning Services
20% Financial Advisory & Consulting
11% Tax Planning
About the Team
OUR STORY
Jeff Martin is the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm serving clients from offices in Chandler, Maricopa, Gold Canyon, and Oro Valley, Arizona. With over 18 years of experience and a Chartered Retirement Planning Counselor designation, Jeff is dedicated to fiduciary responsibility, ensuring his clients' best interests come first. Holding a bachelor's degree in Accounting from the University of Central Florida, he offers tailored services such as financial planning, retirement and income planning, investment advice, and tax planning. Committed to educating clients, Jeff delivers personalized strategies and hosts seminars on wealth management topics. Passionate about helping clients succeed, Jeff balances his professional life with outdoor activities like golf, hiking, and scuba diving in Arizona's scenic landscapes.
Projects & Clients
Project Size & Rate
Minimum Project Size
$250,000+
Average Hourly Rate
150+
Locations
Headquarters
1166 East Warner Road, Suite #101 United States 85296
Chandler, Arizona, United States 85296
Headquarters
41704 West Smith Enke Road, Suite 100 United States 85138
Maricopa, Arizona, United States 85138
Headquarters
5151 East Broadway Boulevard, Suite #1600 United States 85711