Adam C. Walsh, AIF®, CFP®

Meet Our Team

 

Adam Walsh is an Executive Director of Financial Planning with Michigan Financial Companies. Adam has built a practice with Michigan Financial Companies around putting his clients' interest first. He understands that every individual, family and business have their own unique goals. He assists clients in achieving their goals in the most efficient way.

One of the ways Adam does this is by providing clients access to their own personal website where they can consolidate all of their financial information in a secure way. This allows Adam and his clients to monitor their accounts and help them reach their individual goals. Download Full Bio.

Education

  • Western Michigan University - 2004 Bachelor of Business Administration in Personal Financial Planning

Professional Achievements

  • AIF®
  • CFP®
  • Named Five Star Wealth Manager, 2010, 2011, 2012, 2013, 2014, 2015 & 2016 by Hour Magazine

Memberships & Affiliations

  • The Financial Planning Association
  • Entrepreneurs' Organization
  • Western Michigan University Alumni Association

Personal Data

Adam currently resides in Rochester Hills with his sons, Brady and Blake.

 

*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.

 

eMoney - Demonstration Video

 

 

Our Strategic Partners