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Private Wealth Advisor

Strategic advice from a Wealth Advisor that listens.

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Hey there! I'm

Tom Martin

I'm a Wealth Management Certified Professional™ at Vaylark Financial Services, specializing in strategic wealth management and complex planning strategies. My financial advice always passes through the lens of your family values, your financial opportunities and challenges, and the impact of those recommendations on your taxes.

My superpower is asking the questions that matter and listening intently. Planners who do this the best can deliver solutions so "obvious" - because they match your needs and situation perfectly.

Tom Martin, WMCP®

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About

Tom Martin practices in the area of private wealth management offering comprehensive financial planning, sophisticated portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as executive compensation and business owner profitability.

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Latest articles

How to Apply for Biden’s Student Loan Forgiveness

Student Loans 0
On August 24, 2022, President Biden announced an executive...

Roth Conversions: What is it and how to do one?

Investing 0
Roth conversions are an underutilized tools that can help higher income families who don't qualify for a Roth IRA contribution to participate in the Roth.

Government Pension Offset (GPO) – What you need to know

Financial Planning 0
The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.

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