Adam Newman is responsible for the preparation and ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development.

He has a BS in Applied Economics from Virginia Tech and is a Certified Financial Planner (CFP®) Practitioner. Adam is also a CFA charterholder as well as being awarded the Retirement Income Certified Professional (RICP®) designation, which focuses on advanced retirement income planning strategies.

Adam Newman, CFA, CFP®, RICP®
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