Fulcrum Partners Executive benefits Advisory Team Tom Chisholm
Tom Chisholm
Senior Vice President – Retirement

Managing Director and Partner Tom Chisholm consults on a wide range of executive benefits issues, including nonqualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Widely published, Tom is often quoted by the media on the topic of nonqualified benefits.

  • Frequent lecturer addressing a range of topics related to executive benefits
  • Former Lead Consultant and Senior Managing Director at Clark Consulting, where he assisted new and existing clients in the design, funding, implementation, and administration of nonqualified benefit plans
  • Former consulting and management for Unilever and Pfizer, Inc. Recruited to Clark to oversee East Coast and Southeast consultants
  • Extensive experience consulting in areas of high technology, manufacturing, utilities, and retail
  • Endurance athlete, member of Team USA, Long Course Triathlon Team 2015 and 2012
  • Active fundraiser and supporter of World Bicycle Relief
  • Member Forbes Chicago Business Council

Forbes Business Council 2021 Official Member Forbes Business Council Logo 250x250 C 3x

Degrees, Certifications, and Registrations
  • Series 6, Series 63, and Series 65 registered
  • DePaul University, Master of Business Administration with Distinction
  • Western Michigan University, Bachelor of Business Administration, Marketing

Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Publications and Presentations

  • Helping corporations to find creative solutions to design and finance their Executive Benefit Plans