Broker Check
Adam Halm, CFP®, ChFC®

Adam Halm, CFP®, ChFC®

Founder

Adam started his investment practice over twenty years ago with the strong desire to serve members of the community with their financial planning needs and to do so with honesty and integrity. He has accomplished this by building and maintaining sincere relationships with each of his clients while helping to determine a straightforward plan toward their retirement goals. He is a champion of a triangular approach to financial planning by addressing sound investments, health insurance needs, and tax implications for retirees.

Adam enjoys spending time with friends and family, especially his wife and two daughters. He is a camping and boating enthusiast, and spends his free time staying fit, appreciating cars, and doing handyman projects.

Adam's Credentials:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner*
  • CHARTERED FINANCIAL CONSULTANT™
  • Bachelor's Degree in Accounting
  • Series 7 General Securities Registration*
  • Series 66 Uniformed Combined State Law Registration*
  • Ohio Insurance License (Property, Casualty, Life, Health, Variable Products)
  • *Securities registrations held through LPL Financial