J. Martin Wealth Management is a fee-based financial advisory firm. Focusing on working with you as your financial consultant and personal financial planner, we can help with decisions around Social Security, taxes in retirement, or what to do with your old 401(k). We have local offices in Chandler, Gilbert, and Tucson so we are positioned to be a financial advisor near you.
At Wise Roots Financial, we believe true financial success begins with education, transparency, and empowerment. Our mission is to simplify money management and equip individuals with the knowledge to make confident financial decisions. We envision a ripple effect—clients who master their finances, teach their children, and inspire future generations to do the same, creating lasting legacies of financial freedom. By focusing on clarity, integrity, and guidance, we help families build not only wealth, but wisdom. Together, we are shaping a culture where financial literacy becomes the foundation for generational prosperity.
FSI is a boutique firm specializing in hard to find financial services rarely available elsewhere, especially under one roof. First, our tax division helps tax filers catch up when they fall behind on filing federal or state tax returns. Second, our legal documents division helps families afford a quality living trust portfolio, or trust update, at reasonable pricing. We also settle estates and do simple probate procedures. Third, our insurance division helps investors find safe annuity investments with top rated insurance companies, or low cost term life insurance again with top rated carriers. Fourth, our hard assets division assists investors in finding alternative investments in real estate for their IRA and other retirement accounts by training them in "self directed" IRA management services. All of these services under one roof allow clients to enjoy multiple professional services with just one adviser. Which is why FSI clients since the early 1990's stay with our firm when they need specialized financial services from a firm and adviser they can trust.
When I'm not working as a financial planner, I love being out in nature and disconnecting from the digital world - camping, fishing and just enjoying the peace and tranquility of Arizona. In fact, my perfect vacation would be staying in a cabin near a lake. The part of my job that inspires me most is when I can help people overcome their financial fears. You can often find me reading and learning new things, and I enjoy using that knowledge to teach others and help them grow. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
What are your financial goals? Are you trying to save for the future, but don't understand investing or investments? Let Kimberly Molter AAMS®- Financial Advisor know. Even if you're not sure of what questions to ask or are anxious to talk about money matters, you can rest assured knowing you're at the right place. Here, we aim for a relaxing atmosphere, never talk over you, and work to understand what goals you would like to achieve. Kimberly Molter is easy to talk to and ensures you never feel awkward while talking about money. Plus, Kimberly loves developing a customized plan for you to meet your needs instead of just fitting you into an existing plan. With many years of experience and personability, she can help you with your financial planning goals. Contact her today if you need a financial advisor in Chandler, Arizona to start working for you and with you.
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We are a small, family-owned business in the Ocotillo neighborhood of Chandler that has built a foundation on being able to meet a multitude of financial needs in the areas of financial planning, traditional portfolio allocation, tactical portfolios (hedge funds), lifetime income planning, basic estate strategy/digital execution, tax-focused decision making, Medicare planning, ACA and private healthcare plan guidance, and business owner efficiencies -- Group benefits, 401(k), executive plans, buy/sell strategy, etc.
