Thomas C. Martin, WMCP
Tom Martin is a speaker, author, financial advisor, and father to two amazing boys in high school. Like you, he’s also planning for college.
Tom holds the Wealth Management Certified Professional® certification from The American College of Financial Services and is currently working to pass his IRS Enrolled Agent exams. More than anything, Tom loves loves people and helping them making smart financial decisions and feel good about them.
Having a passion for math and financial planning, Tom Martin excels at financial modeling and tax rules and regulations. He has advised CEOs, Chief Actuaries, and senior executives at highly reputable financial services companies.
In his spare time, Tom serves as Treasurer to the Cheshire Education Foundation (CEF) and has the responsibility of giving out thousands and thousands of dollars in private scholarship money to deserving and ambitious high school students.
MARTIN COLLEGE PLANNING
Martin College Planning stands as a reliable partner in guiding families planning for college toards their financial aspirations with a personalized and comprehensive approach. With a commitment to empowering clients, we cater to diverse financial needs. From college and retirement planning to investment management, tax strategies to estate planning, we provide a holistic suite of solutions that are tailored to individual circumstances and goals.
By focusing on education, collaboration, and a deep understanding of each client’s unique situation, Tom and his team create a supportive environment that enables clients to navigate complexities, secure their financial future, and work towards realizing their dreams.
Who We Serve
Our goal is to help you pursue your goals, whether you’re just starting out, planning for your children’s college education, or for your retirement.
BUSINESS OWNERS AND EXECUTIVES
COLLEGE-BOUND FAMILIES
PRE-RETIREES & RETIREES
MULTI-GENERATIONAL WEALTH
What We Do
You define success. We'll design the path to help you get there.
From college planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.
