About

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?

Martos Wealth recognizes that investors are individuals with unique ambitions, aspirations and values. While this has always been true, women are often met with an unconscious bias that can hinder the quality of investment and planning advice they receive. We’re here to change that. To our underrepresented clients and prospective clients: your voice matters, and we deeply value your presence and perspectives. At Martos Wealth, we talk with you, not at you. Together we’ll amplify your investing voice—let’s make some noise!

We’re here because we understand the challenges. We Hear You.

Our Mission

Your mission is Our mission. We proudly, enthusiastically, and determinedly put your needs, wants, dreams, and ambitions front and center — The heart and values that have guided you, your dedication to positively impact your family, community and cherished causes — will all be embraced at Martos Wealth.

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!