Jenny  Martella

Jenny Martella

| MBA, CFP®

Keatley Wealth Management, LLC

(704) 540-5535

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Fee-Only Financial Planner serving the Charlotte, NC area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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7615 Colony Rd
Ste 120
Charlotte, NC

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jenny Martella is a Charlotte, NC Fee-Only Financial Planner serving Charlotte and all surrounding areas. Keatley Wealth Management, LLC specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Jenny Martella is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Prior to joining Keatley Wealth Management in 2012, Jenny Martella enjoyed a 15-year career working as a commercial loan officer and private banker to high net worth clients. Her experience includes a role as Vice President in charge of loan underwriting in a real estate construction loan department at a small regional bank. She also managed a multimillion dollar micro-loan portfolio for a non-profit which loaned funds to businesses who manufactured products using recycled materials. Jenny’s primary role at Keatley Wealth Management has been financial planning and client service. She assumed the Director of Financial Planning position in 2014.

Jenny has always had a strong personal interest in financial planning. She decided to pursue it as a career when she noticed many friends and family members receiving poor or inadequate advice from financial professionals in the wake of the 2008-2009 financial crisis. This decision led her to successfully complete the Financial Planner graduate course of study at Queens University and earn the CFP® (CERTIFIED FINANCIAL PLANNER™) marks of distinction.

After researching many financial planning practices in Charlotte, Jenny joined KWM because of her strong belief in the value of independent fee-only advice and the firm’s mission to serve clients in a fiduciary capacity. She was also drawn to KWM’s commitment to provide each client with comprehensive planning and evidenced-based, cost-effective investment solutions.

Jenny lives in Charlotte, North Carolina with her husband and two children. An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team. She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature. She volunteers regularly at her church, and is currently serving on the Stewardship/Finance leadership board.

Summary of Education and Credentials

  • BA - Marketing, Lehigh University
  • MBA - George Washington University with a concentration in Finance.
  • Financial Planning Graduate Studies Program - Queens University
  • CFP® - Certified Financial Planner™ professional

PROFESSIONAL AFFILIATIONS

  • Member – Financial Planning Association
  • Member – National Association of Fee-Only Financial Advisors (NAPFA) and NAPFA- Registered Financial Advisor
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As an individual investor, you face tremendous challenges. You are constantly bombarded with confusing, often misleading media messages about investments and financial planning. The recent bear market may have left you confused and anxious about how your money should be invested. “Experts” make contradictory predictions about the future of the markets. Financial institutions continuously develop new financial products and spend enormous sums of money to promote them. The title “Financial Advisor” is used by product salespeople who provide very little in the way of actual advice. The quality of the information in financial magazines and television shows is mixed, at best. It has become increasingly difficult to filter out the noise.

We can help.

Keatley Wealth Management, LLC, located in Charlotte, NC, was formed by Karen Keatley MBA, CFA, CFP® to provide superior long-term investment strategies and financial advice to individuals and families.

A Fee-Only firm, Keatley Wealth Management does not sell financial products. We do not receive commissions or third party payments of any kind because they lead to conflicts of interest between advisors and clients. Our fees are completely transparent and there are no hidden agendas.

Our investment approach is not based on speculation. The most successful long-term investment strategy has always been a well-diversified, buy-hold-and-rebalance approach. Market volatility and steep declines have been the bane of unprepared investors. An informed historical perspective helps you avoid the costly mistakes of being too optimistic when stocks are soaring and too pessimistic after a market decline.

We integrate expert financial planning with experienced investment management and take a collaborative approach with our clients to develop investment portfolios appropriate for their unique situations. With a well-conceived plan and a sound investment strategy, you can be prepared to profit from long-term growth opportunities and also to weather short term storms. By taking the appropriate amount of risk for your long term goals and having adequate liquid resources in safe investments, you will be better able to cope with volatility and bear markets.

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