At TIER One Planning, we believe in excellence without compromise. That’s why we’re thrilled to introduce Martha Adams, a US and Canadian Certified Financial Planner who brings a fresh and human-centered approach to planning. With more than 20 years of experience, Martha redefines what’s possible in cross-border financial planning.

As a dual CFP®, Martha has the unique qualifications to guide clients navigating the complexities of financial planning between the United States and Canada. Her educational background in commerce and education adds depth to her expertise, ensuring every plan is not just strategic but also deeply personal.

You might know Martha from her appearances on Your Morning and Breakfast Television, or as the best-selling author of Cleopatra’s Riches. In her work, she bridges the gap between financial emotional intelligence (EQ) and financial literacy (IQ), empowering her clients to not only manage their wealth but to feel confident and in control of their financial futures.

As a founder and team member of TIER One Planning, Martha brings her signature approach to an exclusive clientele, delivering tailored financial plans that reflect the precision and care our clients deserve.