Martin Watkins
CFP®
TrueNorth Wealth
Founder and President
Martin Watkins
CFP®
TrueNorth Wealth
Founder and President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Martin Watkins, CFP®
Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across Utah with our large array of Financial Advisory Services ranging from wealth management and helping to sell a business, to estate planning and investment planning services.
Martin Watkins is a trusted Salt Lake City, UT fee-only financial planner. TrueNorth Wealth provides objective wealth management planning, estate planning, and income tax planning to help high net worth, busy professionals, businesses and financial entities organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Martin Watkins is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Martin and his team are known as top financial advisors, always helping their clients to find the best solutions for their needs.
Martin Watkins is the Founder and President of TrueNorth Wealth and the primary Certified Financial Planner® currently managing over $430 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Martin Watkins has been advising individuals and organizations on their finances for more than twenty years. In 1993, Marty co-founded Utah Medical Association Financial Services and served as the Chief Operating Officer and adviser. He grew the practice from its inception until he was advising over 400 clients, with $625 million under advisement and $300 million under management.
Marty is honored to be a part of the development of the Utah 529 Education Savings Plan (“UESP”) investment options, a plan which won the Morningstar Gold Rating for educational savings plans, and currently maintains an advisory role with UESP, which includes managing assets of over $12 Billion.
Martin Watkins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At TrueNorth Wealth, commitment to our clients and integrity come first. Consider a few of the ways we stay true to your direction and your wealth: Your assets are safely held in your name with a third-party custodian. You have full access and control over your accounts and can access them anytime through a secure website.
We focus on reducing taxes every step of the way to and through retirement. We look for ways to optimize Social Security, RMDs, charitable gifts, wealth transfer, and many other tax-related situations. We realize that no one cares more about your money than you do! Our job is to educate you and help you make decisions in your best interest. We provide financial planning and investment consulting services to individuals, corporations, small businesses, 401(k), pensions and profit sharing plans, estates, trusts, and institutional clients.Academically sound investing. We use only low-cost highly available registered funds from investment companies like Dimensional Fund Advisors and Vanguard whose philosophies match our passion for performance. We don’t speculate in unconventional investments. We do not sell insurance products or load funds. We offer comprehensive financial planning. Instead of segmented advice on investment, retirement, tax, estate, and insurance planning from multiple sources, we bring it all together in one place to work in your best interest.
Knowledge is power. Educating our clients about the opportunities and inherent risks of markets and investing is a top priority. We address risk and volatility using principles of diversification, rebalancing, risk-adjusted asset allocation, asset-class investing, and a lot of proven experience!
Fee-only. This means our decisions are not colored by commissions or affinity kickbacks. Our primary interest is your financial success, not the bottom line of an investment company. Our advisory fees range from 30 to 80 basis points (0.3% to 0.8%) based on managed assets.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Martin Watkins is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Martin Watkins is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Martin Watkins is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Martin Watkins is Quoted in Advisors Magazine: "The fee-only fiduciary relationship"
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Martin Watkins is quoted in Financial Advisor Magazine: "The Wealthier Fraternity"
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Martin Watkins is President and Founder of Idaho Medical Association Financial Services
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Martin Watkins is Quoted in ThinkAdvisor: "Look Before Switching"
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TrueNorth Wealth Named to The White Coat Investor's Best Financial Advisors List
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Martin Watkins Serves on the Advisory Board for the Assistance League of Salt Lake City
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Martin Watkins Contributes to Insurance News Net: "6 Ways To Explain Complex Financial Ideas So Your Clients Will Understand"
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Martin Watkins Contributes to Benefits 360: "Is your 401(k) plan really 'all set'?"
Contact Martin Watkins
Office Locations:
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1935 E Vine St #120
Salt Lake City, UT 84121
