Founder & CEO
Tom Martin is the Founder & CEO of Clear Path Financial Planning, a modern financial planning and investment management firm serving professionals in law, healthcare, and business across the United States.
As President of Clear Path Financial Planning, an Independent practice offering securities through TD Ameritrade Institutional, Inc., Tom is dedicated to helping people restore the financial strength and confidence people desperately want and need, through life’s many transitions. Whether you’re going through a marriage, divorce, starting a business, loss of a loved one, or retirement, he’s here to help.
Tom Martin provides his clients with investment strategies that are designed to build wealth through comprehensive wealth management. He works closely with each client to thoroughly understand their investment goals, objectives, and underlying financial positions. He specializes in creating customized financial plans with the ongoing goal of providing the highest level of personalized service, which having access to a diverse group of money managers and industry experts.
Tom was nominated for the 2019 Wealth & Money Management Award by Wealth & Finance International for being a market leader and innovator.
Tom enjoys spending his time off traveling with family and friends. He’s also a contributing writer at Business.com.