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Clinton M

CFP®, Series 66

Fairhope, AL

Capital Square, LLC

Clinton Martin is a CFP® with 19 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2018. His prior experience includes roles at Great Lakes and Atlantic Wealth Management and Raymond James Financial. He is also the sole member of Town Square Consulting LLC, a non-investment support company. Capital Square, LLC advises individuals, trusts, businesses, non-profits, foundations, and endowments, offering financial planning, retirement planning, and portfolio management services. The firm emphasizes personalized client relationships and employs diversified asset allocation strategies, conducting ongoing oversight and occasional use of insurance solutions.

College savings (529s, UTMA, etc.)
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