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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
