Martin Wealth Solutions

Linwood Fraher is a financial advisor at Martin Wealth Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at Amerilife of VA LLC. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach combined with fundamental analysis and utilizes third-party model solutions and outside managers to support portfolio construction and ongoing supervision.

Theresa Martin is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with eight years of industry experience. She has worked at New River Financial Group, LLC since 2017 and has been affiliated with Carilion Medical Clinic since 2015. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation investment approach combined with fundamental analysis and utilizes third-party model solutions such as the SEI Mutual Fund Models Program.

Samuel Benson is a financial advisor at Martin Wealth Solutions with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Martin Wealth Solutions in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2022. Outside of his advisory work, Benson is involved with Chase Staffing, a staffing company based in Roanoke, VA. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm combines fundamental analysis with a primarily passive, asset-allocation approach and frequently utilizes third-party model solutions to guide portfolio construction and supervision.

Jimmy Martin is a financial advisor at Martin Wealth Solutions with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, New River Financial Planning, LLC, and VOYA Financial Advisors. In addition to his advisory role, Martin is an independent insurance agent specializing in fixed insurance sales. Martin Wealth Solutions is a team-based firm that provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach supported by fundamental analysis and utilizes third-party model solutions and outside managers to guide portfolio construction and supervision.

Casey Bibb is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Martin Wealth Solutions, he worked at Carilion Clinic for six years. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm uses a primarily passive, asset-allocation approach supported by fundamental analysis and third-party model solutions, and it offers estate-planning services through an affiliated subsidiary.