Skip to Main Content
portrait of Mike Adams
FINANCIAL ADVISOR

Mike Adams

CFP®, AAMS™
840 S Waukegan Suite 205, Lake Forest, IL 60045opens in a new window
Accepting New Clients
CallSend Me a Message

About Mike

My passion is to understand your financial needs and goals. Leading with empathy, I have an established process to build personalized strategies to help you reach your goals and keep you on track throughout your life.

Transparency and open communication are the foundation of our process. Our clients understand the "why" behind their investments, where they are on the path to reach their goals, how often we will proactively contact them and the costs they are paying for our services. We are proud to work for a firm that puts the client first.

Living in Lake Forest since 2004, I am grateful...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Arizona State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Golfing
  • Cooking

Team Members

  • Judy Crawford
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 234-1623

Fax

(877) 562-8031

Office Address

840 S Waukegan Suite 205
Lake Forest, IL 60045opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More