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Esteemed Fiduciary Advisors Launch MartinWright Advisory - A Strategic Partner for Wealth Creators & the Next Generation

ATLANTA, GA / ACCESS Newswire / November 3, 2025 / MartinWright Advisory, a new independent wealth advisory firm founded by seasoned fiduciaries Bradley Martin and Margaret Wright, officially opens its doors to ultra-high-net-worth families nationwide seeking exemplary advice, institutional-caliber investment solutions, and multigenerational financial stewardship. Headquartered in Atlanta, MartinWright is poised to redefine what it means to be elite in an increasingly crowded independent market.

At a time when wealth and the wealth management industry are undergoing meaningful transitions, MartinWright is charting a new course - a client-first, total net worth mentality, a union of banking and RIA expertise, and an incentives-based compensation structure which promotes ownership across all levels of the firm.

"We founded MartinWright Advisory not for ourselves, but for the visionary families we have the privilege to serve," said Margaret Wright, former Senior Wealth Advisor at Truist, who was recently ranked #1 Female Wealth Advisor in Georgia and #17 in the U.S. by Forbes. "We recognize the evolving complexities entrepreneurs and ultra-high-net-worth families face, and we saw a clear opportunity to deliver forward-looking strategies that are designed to adapt as their needs, goals, and legacies evolve."

With more than $4.5 billion in client assets managed between them prior to founding the firm, Martin and Wright bring decades of revered advisory experience. Both have held senior roles at leading financial institutions and are widely respected for their integrity, strategic creativity, and stewardship of complex, multigenerational client relationships. Over the course of their careers, they have advised entrepreneurs, business owners, and family offices through liquidity events, succession planning, and legacy transitions. In founding MartinWright, they set out to build the kind of firm they always wanted for their clients-independent, deeply personal, and built to grow alongside real wealth.

"Wealth today isn't linear. It's layered. It's personal. And for many of our clients, it's brand new," added Bradley Martin, former Head of Atlanta Wealth Management at Balentine. "Our role is to bring structure, insight, and a balance sheet approach to investment management while preparing the next generation to lead with purpose."

In strategic collaboration with Goldman Sachs Custody Solutions and tru Independence, MartinWright offers a full suite of services, including investment strategy, financial planning, estate and tax guidance, cash flow analysis, private capital access, lending, and multigenerational education.

Spearheading the firm's investment team is Hugh Merkel, CFA, CIPM who has spent his career in capital investments and asset management. Hugh joins MartinWright from Mercer, a leader in institutional investment consulting, where he was a Partner and Head of Client Investment Solutions for the firm's Outsourced CIO (OCIO) business.

MartinWright's proprietary 3L framework anchors its portfolio design, while its balance sheet-first philosophy ensures advice is truly comprehensive, not just liquidity based. In addition to complete engagement with both the financial and family matters, MartinWright's goal is not only to preserve legacy-but to cultivate the leadership required to carry it into the future. MartinWright was built to serve those who have created meaningful wealth and want a meaningful partner.

About MartinWright Advisory:
MartinWright Advisory is an advisor-led wealth management firm built for first generation wealth creators and their families. Founded by Bradley Martin and Margaret Wright, the firm delivers institutional-grade insights with emotional intelligence and personalized care. With a deep focus on balance sheet investment management, tax-aware financial strategies, and legacy stewardship, MartinWright helps successful families simplify complexity and lead with intention across generations. MartinWright Advisory is a DBA of tru Independence Asset Management LLC, a registered investment advisor with the U.S. Securities and Exchange Commission.

Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

For media inquiries or to schedule an interview with the founders, please contact:

Name: Georgii Speakman (OUT.LI.ER (US) LLC)
Email: speakman@outlierco.co
Phone: +1 424 666 9290
Website: www.mwadvisory.com

SOURCE: Georgii Speakman (OUT.LI.ER (US) LLC)



View the original press release on ACCESS Newswire

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