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Tom Walker

Investment Advisor Representative

Bachelor of Science in Business Administration, UNCW

Tom Walker is a distinguished retirement author and speaker, with over a decade of dedicated experience helping individuals and families craft their ideal retirement. Specializing in the nuances of coordinating government benefits with confident retirement strategies, Tom is committed to empowering clients to achieve financial independence and abundance.

Tom’s firm, Walker Capital Prosperity, has individually met with many retirees and works to guide them through the complexities of retirement planning. Additionally, Tom works closely with the CPAs at Retirement Tax Services (RTS) to ensure Walker Capital clients are educated about the taxation of their retirement & have the team to help with any proactive tax planning analysis.

Beyond his professional achievements, Tom is a passionate advocate for financial education. He has built his company to reflect his core values, emphasizing the belief that financial empowerment is a byproduct of making informed money decisions. His firm’s tagline, “Empowering Those Who Power the Public Sector,” embodies this commitment.

In his spare time, Tom is an avid reader, guitarist, hiking and mountain biking enthusiast, a cat dad, and a burgeoning stand-up paddle boarder. Tom is also the founder of “Guitar Char-aoke,” a karaoke-style improv guitar non-profit looking to use music to support local causes in the Charlotte area.

Walker Capital Prosperity has a strategic partnership with tax professionals and attorneys who can provide tax/legal advice.

Market Guard® is a complete series of model portfolios and strategies designed to help empower clients preserve their assets along the way.

Market Guard® dedicates relentless effort to excellence, integrity and innovation. We apply our proprietary investment methodology that utilizes a non-emotional, methodical, mathematical approach to every investment strategy we offer.

Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Maximization

Social Security Optimization

Life Insurance

Legacy Planning

IRA/401k Rollover

Annuities for Retirement Income

Fixed Indexed Annuities

Veteran Benefit Planning

Tax-Efficient Strategies

Contact Us

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