Who We Are

Story and bio.

We are an independent, fee-only advisory firm. We only get paid by you for the advice we provide.

Our standard of conduct is fiduciary, which means we are legally obligated to act in your best interest.

Our clients will only work with a CERTIFIED FINANCIAL PLANNER™ practitioner.

Our Advisors
We believe in transparency, a high standard of ethics, and avoiding conflicts of interest.
— Manuel A Martinez, CFP®

Our Purpose

The Martinez family: Manuel, Sarah, Maximo and Marcos

We believe everyone can benefit from financial planning regardless of life stage.

We know our clients by name, not by an account number, and we feel a deep sense of responsibility over your financial success.

Our practice is relationship-based and focused on providing exceptional service.

We incorporate the financial and qualitative needs of your life in the process.

Manuel A Martinez,CFP®Managing Partner

Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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 businesses nationwide.

 

Manuel A Martinez

CFP®
Managing Partner
Office Address

806 Johnnie Dodds Blvd
Suite 202
Mt Pleasant, SC 29464