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About Us

Manuel and Sarah MartinezWe are a fee-only financial planning and investment advisory firm headquartered in Mt. Pleasant, SC.

We believe everyone, regardless of income, should have access to a financial planner.

We specialize in providing financial planning and investment advisory services to individuals, families and small businesses.

We provide our clients with advice based on time-tested principles to make sound financial decisions.

Our practice is relationship-based and dedicated to providing each client with extraordinary service and attention. We believe that our clients are best served in the context of a relationship dedicated to their success.

We focus on providing conflict-free advice to help you reach your personal goals. Charleston Wealth Advisors offers no proprietary financial products or gets paid on commissions.

We let our clients determine the degree of assistance they wish to receive in managing their financial affairs. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Our approach makes the financial planning process available to everyone. We have no income or net worth minimum requirements.

Contact us to schedule a complimentary consultation to discuss your current financial situation, goals and concerns. There is no charge to you and this meeting does not obligate you to retain our services.

Manuel A. Martinez is a financial planner and registered investment advisor representative.  He earned his Series 65, Series 7, Series 66 and Series 31 licenses.  Manuel began his financial planning and services career as an investment advisor for 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 has served as a military officer in the United States Air Force.

Investment advisory services through Investment Advisor Alliance; PO Box 231; Harrington Park, NJ 07640 Supervised from: Corporate Headquarters, 800-607-3340.

Clearing, custody and other brokerage services provided by Fidelity Brokerage Services, LLC, Member of NYSE, SIPC.  Fidelity Brokerage Services and the Investment Alliance Advisors are not affiliated.