August 20, 2025
Giving Back in Retirement: New Strategies for a New Phase
Matt Adams, CFP®, CLU®, ChFC®
Matt Adams, CFP®, CLU®, ChFC®
Partner & Financial Advisor
Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 25 years of experience in the financial services profession.
Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Service Areas
Certifications
CFP® - CERTIFIED FINANCIAL PLANNER™ professional
CLU® - Chartered Life Underwriter
ChFC® - Chartered Financial Consultant
Professional Involvement
FPA - Financial Planning Association
“I find it rewarding to get to know my clients, learn what is important to them, and assist them in achieving their goals.“
— Matt Adams, CFP®, CLU®, ChFC®
Matt Adams' Recent Posts
April 2, 2025
Retiring Earlier Than Expected? What To Know
Matt Adams, CFP®, CLU®, ChFC®
February 10, 2025
Succeeding at Business Succession
Matt Adams, CFP®, CLU®, ChFC®
