I became a financial advisor in 1998 to help my clients establish and achieve their financial goals. I've been privileged to build my practice by partnering with families to create comprehensive strategies for accumulating, distributing and transferring wealth. Durable financial advice requires expertise, experience and dedication to understanding what's most important for each of my clients.
In order to better serve my clients, I obtained the Certified Financial Planner™ * and Accredited Asset Management Specialist¿ ** professional designations. In addition to my CFP® and AAMS® certifications, I also hold Series 7 and Series 66 securities registrations and life and health insurance licenses.
My wife, Christen, and I have called Hamilton County home for 24 years and our three daughters have all attended Noblesville schools. I'm an active community member serving on several non-profit boards and was Rotary International's 2017-18 Central Indiana District Governor.
My Senior Branch Office Administrator, Ginger Huntzinger, is committed to providing our clients with the highest level of individualized service. It all begins with a conversation, so give us a call or stop by to get started.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
**The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- College Savings
- Business Retirement Plans
My Personal Interests
Phone NumberBryce Adam at (317) 770-1606
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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