Tom Martin and his firm, Vaylark Financial Services, are unique in both the breadth and depth of services they can offer to their private wealth clients. While many financial advisors advise individuals and families, few, if any, can match the knowledge and experience of a financial advisor that employs a proven goal-based wealth management process.
College is expensive. The more your family makes, the more it will cost you out of pocket. We help families make the most of school selection, maximize financial aid, minimize student debt, and explore tax opportunities.
Investors now expect wealth management advisors to handle risk more effectively. We’ll help organize your financial life so that you can feel confident your money will last a lifetime and survive our rigorous stress tests.
While the markets will always have volatility, the key to being a successful investor is minimizing losses in the bad years without foregoing substantial growth in the good years.
Thanks for stopping by. The fact that you landed here tells me that you’re searching for answers. I’d love to answer them for you.
Many of my clients come to me after having already amassed a sizeable wealth. My goal then is to help them transition from a wealth accumulation phase, to a new phase, which is focused on preserving and growing that wealth further.
Being an independent advisor, I don’t work for a large bank or financial institution. That also means I do not have any sales quotas or hidden agendas.
I hope I get the opportunity to learn more about you, your family situation, and your financial goals.
Tommy Martin
College and Retirement are the ultimate problem-solving tasks financial advisors have to address, to reduce the risk of our clients outlasting their money
Learn the exact money moves I walk clients through as a financial advisor. Download your free guide!
