Chad Adams, Financial Advisor

FINANCIAL ADVISOR
Chad T Adams

CFP®, ChFC®, AAMS™, AFFP®
113 West Cedar Street, Franklin, KY 42134opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • New Investors

About Chad

We help families provide for their families!

I started my career during the early tech bubble of '00, moving up the executive ladder and relocating place to place. Like many in the modern workplace, my career was not the typical 9-5 job; I had irregular income and a need to fund my own retirement plans, as well as understand tax strategies. I now use those experiences to help my clients.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes...

Work History

  • Edward JonesFebruary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • AFFP®

    AFFPUSA

Education

  • Western Kentucky UnivBachelor of Science

Personal Interests

  • Basketball
  • Fishing
  • Home Improvement
  • Hunting
  • Spending Time with Family

Team Members

  • Sara Powell
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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