Who We Are

Adam Day, CFP®, RICP®, CLU

Wealth Management Advisor

Adam was born and raised in Cincinnati.  In 2007, he graduated from Northern Kentucky University with a degree in Corporate Finance. After finishing an investment banking graduate internship in London, he returned to Cincinnati to work in commercial banking at Fifth Third.  Adam began his career in financial planning in 2011 with Northwestern Mutual where he focused on holistic financial planning.

He earned the right to use the CFP® mark in 2014.  Adam also studied financial planning at the American College and earned the Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP®) designations in 2016.

Adam is married with a son and daughter.  He enjoys learning about health and fitness, traveling with his family, golf and soccer.  He is a big supporter of his wife’s animal rescue foundation and is a youth mentor.

Cincinnati Youth Collaborative, youth education and animal rescue



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000