Adam T Poff

At my first job, the HR representative handed me the 401(k) enrollment forms to complete but gave no advice on what I should do. That experience made me realize that many people do not have a relationship with a financial professional that they trust. I became a financial advisor to help in setting and reaching my clients' financial goals.

I work with people who are currently employed and accumulating wealth, those who are retired who want to make sure their money lasts as long as they do, and clients that want to efficiently pass their wealth on to their family. As...