Adam Poff, Financial Advisor located in Lebanon, KY

Financial Advisor
Adam T Poff

CFP®, AAMS®
760 W Main St, Lebanon, KY 40033opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Movies & Entertainment
  • Basketball
  • Farming
  • Personal Fitness
  • Technology

Team Members

  • Abby Wiser
    Associate Financial Advisor
    CFP®
  • Sarah Riley
    Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(270) 692-0375

Fax

(888) 527-7384

Office Address

760 W Main St
Lebanon, KY 40033opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.