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Adam Schmidt

Meet Adam Schmidt, Wealth Strategist

Adam Schmidt is a licensed financial advisor who brings years of experience and a passion for helping clients turn their financial goals into reality. Adam works from the Cincinnati, Ohio area where he was born and raised. He is a proud alumnus of The Ohio State University.

A veteran of the financial industry, Adam got his start in the business in 2012. He has held positions at T. Rowe Price, Fidelity, and UBS. Adam thrives on the human side of financial planning and strives to find personal solutions for his clients through genuine connections and understanding. Adam has passed the FINRA Series 7, 63, and 66 licensing exams.

Outside of work, Adam enjoys unplugging in nature with his wife, Jenny, his son, Charlie, and his daughter, Scarlett. During the winter, Adam volunteers as a Ski Patroller at Perfect North Slopes and as a coach for the Highlands Wrestling Club.

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Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to optimize your assets and create a tax-advantaged lifetime retirement income and a Tax-Free legacy.