Belle View Wealth is an independent, fee-only wealth management and financial planning firm founded by Dan Martin, serving retirees, pre-retirees, families, and business owners across the United States through virtual advising. Based in Raleigh and Calabash, North Carolina, the firm operates under the fiduciary standard, with advice designed to put clients’ interests first. Its approach combines nearly 28 years of institutional investment experience with personal, relationship-driven service.

Belle View Wealth offers retirement planning, wealth and portfolio management, and independent second-opinion reviews. Its planning services address retirement income, 401(k) rollovers, Social Security timing, Medicare and healthcare costs, tax-efficient investing and withdrawals, and estate and legacy planning coordination. The firm also helps clients assess investment strategies, risk, insurance needs, and education funding as part of their broader financial picture.

Rather than focusing solely on investment management, Belle View Wealth aims to help clients make informed decisions and move forward with greater clarity and confidence.