Edwina L. Martin joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Edwina is a seasoned Tax Professional with over 35 years of experience in personal, corporate, and partnership taxes. She holds several certifications and licenses, including CPA (Certified Public Accountant), NSSA (National Social Security Advisor), Series 65, and Notary. Edwina earned her BA in Business Administration/Accounting from Cedarville University and an Executive Certificate in Financial Planning from Xavier University. Her professional focus includes Medicare and Social Security, as well as tax and tax planning. Throughout her career, she has gained valuable experience working with a national firm, small public accounting firms, and a large Fortune 500 company. Currently, she focuses on personal income tax and tax planning for wealth clients, leveraging her NSSA designation to assist clients with Social Security decisions. As a Series 65 license holder and Investment Advisor Representative, Edwina is dedicated to serving wealth clients’ tax needs, conducting tax research, and developing ongoing trusting relationships.
She is actively involved in her community, contributing to the Liberty Heights Church Cookie Ministry and baking for the Liberty Township Fire Department.
In her personal time, Edwina enjoys hiking, birding, gardening, baking, dancing, and spending time with family and friends. She is also a passionate sports fan who loves watching football and soccer and attending games.