Adam is a wealth advisor with over 25 years of experience, and has been s a dedicated member of the Coyle Team since 2011. Throughout his career, he has focused on providing practical and solution-oriented financial guidance to clients. His commitment to clarity allows him to effectively convey complex financial concepts in a way that clients can easily understand.
Adam specializes in assisting clients in navigating the intricate financial and emotional challenges that come with aging. This includes offering support for caregiving responsibilities, retirement and longevity planning, and legacy planning. Recognizing the unique circumstances of each client, Adam takes a personalized and thoughtful approach to ensure that his guidance aligns with their individual needs.
Adam holds a Bachelor's degree in Economics from MIT and an MBA from the University of Chicago Booth School of Business, which has equipped him with a strong educational foundation and extensive knowledge in his field. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ professional, a testament to his commitment to maintaining the highest level of expertise and professionalism in his practice.
Outside of work, Adam is happily married with two children and has been a resident of Highland Park for over two decades.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
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