Adam Larson, CFA®

Associate Partner & Wealth Advisor

Adam always knew he wanted to use his love of numbers and finance to help people. He joined the firm because of our client-first culture that offers the opportunity to provide comprehensive, financial planning that is free from conflicts of interest.

Adam has over 20 years of experience working in finance. Prior to joining the team, he spent almost 10 years working for a large wealth management and financial planning firm in Illinois.  There he served as Chief Operating Officer, was a member of the firm’s Investment Committee, and also had experience managing the investment research and trading groups as well as operations and compliance. Adam has also worked as a financial analyst for several large manufacturing companies.

Adam is a Chartered Financial Analyst® charterholder and earned a Bachelor’s of Science in Finance from Northern Illinois University.  He was also selected as one of 30 investment industry executives to participate in Charles Schwab’s year-long Executive Leadership Program in 2014.

As a CFA® charterholder and former investment research and trading manager, Adam has a strong background in investment strategy and execution.  However, he also understands financial success is about much more than just building a top-notch investment portfolio.  In order for clients to enjoy a “full life,” they need a solid financial plan that gives them confidence and peace of mind so they can do the things that are most important to them individually.


Discover more about how we can help you enjoy a full life.