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portrait of Adam M Newmaster
FINANCIAL ADVISOR

Adam M Newmaster

CEPA®
4721 S Cliff Ave Ste 102, Independence, MO 64055opens in a new window
Accepting New Clients
CallSend Me a Message

About Adam

My mission as a financial advisor is to help empower individuals and business owners to achieve their financial goals and live their best lives. I strive to be a trusted financial advisor for our clients by offering guidance and personalized solutions that are tailored to their unique needs and aspirations. In order to best meet our clients' needs, we offer appointments in person, online and over the phone. Whether our clients are seeking to build wealth, protect their assets or plan for retirement, we are committed to providing the knowledge, tools and support they need to succeed.

For individual clients,...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2020 to Current
  • State Street Bank and TrustJanuary 2014 to April 2020

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Northwest Missouri State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Fishing
  • Hunting
  • Outdoor Enthusiast
  • Sports Enthusiast

Team Members

  • Abigayle Seevers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(816) 373-0021

Fax

(855) 464-9021

Office Address

4721 S Cliff Ave Ste 102
Independence, MO 64055opens in a new window

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