Who We Are

If you’re like most of our clients, you care tremendously about the future and your ability to maintain the lifestyle you desire and provide for the people you care about most. You’ve worked hard for what you’ve earned, and you want to make the best possible decisions in order to maximize and protect it, and that’s where we come in.

Here at Tim Martin Wealth Strategies, we give our clients clarity and confidence through holistic financial planning, and we do it in an un-intimidating, un-stuffy way. We’ll never talk down to you or over your head, and we’ll always take the time to listen to you and learn about your goals, fears, and values before making recommendations on what you could or should do with your money.

Our focus is on helping you clarify where you are and where you’re trying to go, and then empowering you with the information, tools and resources you need in order to make wise decisions that will get you on the path to your goals. You’ll have peace of mind from knowing you’re moving in the right direction, and you can rest assured that we’ll be here to help you monitor things and make adjustments over time as life evolves and things change.

If you’re looking for a financial partner who will treat you like family and keep you on the right path through the twists and turns of life, we’d love to talk.