August 6, 2024
Critical Estate Documents
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.
Matt Adams is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
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®
March 18, 2024
Emotional vs. Strategic Decisions
Matt Adams, CFP®, CLU®, ChFC®
October 17, 2023
Pay Yourself First
Matt Adams, CFP®, CLU®, ChFC®
