Inclusive Wealth Management—It’s Our Calling.
➤ Have you ever been spoken down to in a meeting with your advisor?
➤ Do they make you feel like the topics they’re discussing are too complex for you to understand?
➤ Do you walk away feeling like they weren’t really listening to you?
We’re here because we understand the challenges. We Hear You.
We use flat fees that can save you tens of thousands per year
Martos Wealth is a fee-only fiduciary and registered investment advisor (RIA). We aren’t motivated to sell you something that would benefit us more than you and we’re legally obligated to act in your best interest at all times. We use flat fees based on household structure and net worth rather than taking a tiered percentage of assets under management (AUM) like a lot of firms – the fees associated with those can cost you $30-50K a year.
Optimal tax planning goes beyond Roth
There’s a good chance we can help you save on health insurance
Healthcare is one of the top financial concerns for Americans today, but it’s not often prioritized within financial plans. At Martos Wealth, we believe it’s a must. We work closely with vetted third-party healthcare marketplace and Medicare experts to give you the easy-to-understand data you need to decide if there’s a more cost-effective plan that meets all your coverage needs.
Your Values Are Your Core – Impact Investing Puts Them To Work
A Partner Who Gets You
With more than two decades of experience in finance, we founded Martos Wealth because, as women, we’ve faced the same frustrations you have in this industry. Navigating the financial world can feel like trying to find a needle in a haystack, but we’re here to change that. As a fee-only fiduciary, we never sell products, work on commission, or have complex fee schedules. Instead, we break the mold, simplify the process, and make you our top priority. Our goal is to provide you with the support and expertise you need to grow your wealth and achieve your financial goals. So, let’s team up, and make a positive impact. Get ready to rock your future – today’s the day we flip the script and ignite your journey to greatness!
A Partner Who Gets You
With more than two decades of experience in finance, we founded Martos Wealth because, as women, we’ve faced the same frustrations you have in this industry. Navigating the financial world can feel like trying to find a needle in a haystack, but we’re here to change that. As a fee-only fiduciary, we never sell products, work on commission, or have complex fee schedules. Instead, we break the mold, simplify the process, and make you our top priority. Our goal is to provide you with the support and expertise you need to grow your wealth and achieve your financial goals. So, let’s team up, and make a positive impact. Get ready to rock your future – today’s the day we flip the script and ignite your journey to greatness!
