Adam Newman is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews. His expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance, portfolio analysis, and investment policy development.

He has a BS in Applied Economics from Virginia Tech and is a Certified Financial Planner (CFP®) Practitioner. Adam received his Chartered Financial Analyst designation in 2016 and is also an Investment Advisor Representative.

Adam Newman, CFA, CFP<sup>®</sup>
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