Martin Watkins
Founder and President
TrueNorth Wealth
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.
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Send Martin a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
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.
Get to Know Martin Watkins
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.
I Can Help You With:
- 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
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Martin Watkins's Designations and Affiliations
Martin Watkins is a member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Martin Watkins is Quoted in Advisors Magazine: "The fee-only fiduciary relationship"
Martin Watkins is quoted in Financial Advisor Magazine: "The Wealthier Fraternity"
Martin Watkins is President and Founder of Idaho Medical Association Financial Services
Martin Watkins is Quoted in ThinkAdvisor: "Look Before Switching"
TrueNorth Wealth Named to The White Coat Investor's Best Financial Advisors List
Martin Watkins Serves on the Advisory Board for the Assistance League of Salt Lake City
Martin Watkins Contributes to Insurance News Net: "6 Ways To Explain Complex Financial Ideas So Your Clients Will Understand"
Martin Watkins Contributes to Benefits 360: "Is your 401(k) plan really 'all set'?"
Office Locations
1935 E Vine St #120 - Salt Lake City, UT 84121
