As an advisor dedicated to physician focused clients, Tom has been privileged to conduct financial lectures for some of the top medical departments in the country including those within Johns Hopkins School of Medicine, the Vanderbilt School of Medicine, the University of Michigan Medical School, the Ohio State College of Medicine, the College of Medicine at the University of Florida and others.*
Tom is an alumnus of Harvard Business School. He completed further training at the University of Chicago’s Booth School of Business, and Kansas State’s Institute for Personal Financial Planning. While attending Kansas State University, Tom was inducted to the Phi Kappa Phi and Kappa Omicron Nu scholastic honor societies.
Tom is a Managing Member at Larson Financial Group. He is also actively involved with the Executive Leadership Team of Larson Financial. Prior to joining Larson, Tom served as a private wealth advisor for an independent financial planning firm in the Fort Wayne region.
Tom is a co-author of Doctor’s Eyes Only: Exclusive Financial Strategies for Today’s Doctors and Dentists and a co-host of the Doctor’s Eyes Only podcast. He was named to Investment News’ inaugural list of the “Top 40 Advisers Under Age 40.” Investment News also honored him as 1 of 8 industry visionaries who “pull the rest of the profession into the next stratum.” Tom has also spoken to several professional groups on advanced planning topics for physicians.¹
Tom is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a CERTIFIED PRIVATE WEALTH ADVISOR (CPWA®), a member of the national Financial Planning Association™ (FPA); and the Investment Management Consultants Association (IMCA). Tom also developed the CFP training curriculum for Taylor University and served as an adjunct professor and member of the Chancellor’s Advisory Committee.
Tom and his wife, Rachel, are very active at both a local and global level serving with various charitable boards and their local church. They are also active in the Larson Financial Foundation’s efforts to empower international communities through sustainable business and sharing hope in places of greatest need. Tom enjoys spending time with his three children: Grace, Jacob and Jackson. In his free time, Tom enjoys traveling with his wife, coaching his children’s sports, reading, writing and college football.
Check the background of this investment professional on FINRA’s BrokerCheck
- Winners of the 2014 40 Under 40 award were selected from approximately 1,200 nominations. From there, the finalists were placed into 1 of 8 categories. Tom Martin was recognized in the “visionary” category. The finalists were selected by the Investment News editorial staff, based upon accomplishments (e.g., success in business, projects, the investment advisory industry, etc.), their contributions (e.g., promotion of the industry, financial literacy, pro-bono work, etc.), leadership (of peers, within a company, etc.) and promise (passion, enthusiasm, ideas, etc.). Nominations are received by Investment News through an online web form and are targeted from Investment News readership through e-newsletters, print publications, and www.InvestmentNews.com. No fees were paid by Larson Financial Group or Thomas Martin to be considered and included on the list. Inclusion in this award is not to be considered an endorsement of the financial advisor or firm. There is no guarantee of future performance.
*Presentation locations should not be considered an endorsement by the institution or indicative to performance or expertise of the speaker.