Martin F. Gorman, CPA, CEPA®, CPWA®
Partner & Wealth Advisor
Martin Gorman is a Partner and Wealth Advisor at Diversified Wealth Management (DWM). He advises a select group of successful families and business owners, with a particular focus on owners and leadership teams in manufacturing and related industrial businesses. Martin helps clients achieve their goals, grow their wealth, and fortify their legacies through comprehensive financial planning, customized portfolio management, and coordinated tax and estate strategies.
Prior to joining DWM, Martin earned his CPA and began his career as an accountant at PricewaterhouseCoopers (PwC). After leaving PwC, Martin spent several years conducting financial analysis for large corporations and leading investment due diligence, portfolio management, and cash forecasting for an ultra-high net worth family office. Martin joined DWM to bring his experience with the tools and processes of institutions and the ultra-wealthy to families, business owners, and professionals.
Active in professional and community organizations, Martin is a member of the Twin Cities Exit Planning Institute and the Investments & Wealth Institute®; he is also a mentor to several young professionals and previously served on the board of a Catholic ministry.
Martin lives with his wife and son in Edina, MN.
Professional Credentials and licensing:
Certified Public Accountant (CPA) (MN)– A designation provided to licensed accounting professionals that have met extensive education, examination, and experience requirements. The designation is issued by the state’s Board of Accountancy. Martin’s license was issued by the Minnesota Board of Accountancy.
Certified Exit Planning Advisor (CEPA®)- The CEPA® designation was created to provide a structured and comprehensive framework for exit planning. This exit planning certification equips advisors with the knowledge and tools needed to guide business owners through the complexities of exiting their businesses.
Certified Private Wealth Advisor® (CPWA®) – An advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
Series 7 FINRA - License for general securities (stocks, bonds, mutual funds).
Series 66 NASAA - License for federal and state securities regulations and investment
fee-based advisory services.