Charleston Wealth Advisors, LLC was founded on the principle that all clients should have a trusted financial advisor with fully independent research, unbiased recommendations, and commission-free products.
We stand strongly by the notion that everyone should have access to quality financial advice at an affordable price. We believe in establishing close relationships with our clients and their families and building a firm that will serve them for many generations.
Manuel A Martinez, Managing Partner
Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ practitioner and registered investment advisor representative. Before founding Charleston Wealth Advisors, Manuel’s previous work experience was at MORGAN STANLEY. He received a Bachelor of Science in Economics from the UNITED STATES AIR FORCE ACADEMY and completed his CFP® coursework from Harmon College of Business Administration at the University of Central Missouri-Warrensburg.
In addition, Manuel is a veteran and served as a military officer in the United States Air Force. He is also a business mentor of Charleston Coastal SCORE Chapter by providing professional management assistance to small businesses with the ultimate goal of improving the economy and community. SCORE “Counselors to America’s Small Business” is a non-profit association dedicated to entrepreneur education and the formation, growth and success of small business nationwide.
Michael F Smith, Vice President, Investments
Michael Smith graduated from the UNITED STATES AIR FORCE ACADEMY in 1991. He served 21 years in the Air Force across three major commands and was a Command Pilot with 150 combat sorties in lraq and Afghanistan. Upon retiring, he joined MERRILL LYNCH to pursue his passion of helping people with financial matters including retirement, college planning, and investments-something he had unofficially done most of his Air Force career. After meeting Mr. Martinez, a fellow graduate from the United States Air Force Academy, he joined him at Charleston Wealth Advisors. Michael has a Bachelor’s and Master’s Degree in Aerospace Engineering. Michael has been married for over 20 years and has four children. Due to his background, Michael especially enjoys working with military and prior military families in their pursuit of financial security and independence.