Adam Headley

Adam brings a thoughtful, client-first approach to financial planning — helping individuals and families align their financial decisions with their personal values, dreams, and goals. With five years of experience in the Registered Investment Advisor (RIA) industry, he works closely with clients and advisors alike to create strategies that foster confidence, clarity, and lasting financial progress. Adam believes that true financial success is built not just on numbers, but on understanding what matters most to each client.

Dedicated to professional growth, Adam earned his Series 65 license in 2023 and became a Financial Paraplanner Qualified Professional™ (FPQP®) in 2024. He is currently completing coursework toward the Certified Financial Planner® (CFP®) designation, deepening his expertise in comprehensive financial planning. His work is guided by a genuine passion for helping people take control of their financial future through education, structure, and personalized advice.

Based in the Cincinnati area, Adam is a lifelong sports enthusiast and devoted fan of the Ohio State Buckeyes, Indianapolis Colts, and Cincinnati Reds. Outside of work, he is an active member of his church, where he leads small groups and volunteers on the Safety & Security Team. A former travel baseball player for the Cincinnati Stixs, Adam also spent several years coaching his younger brother’s team — continuing his love for mentorship, teamwork, and community connection.