John J. Adam

Background

About John J. Adam

John J. Adam works closely with affluent individuals, families, private businesses, and other professionals. His extensive background and expertise have consistently earned him recognition as one of the top producers and leaders in the financial services industry. John has been featured twice in Chicago magazine as a Five Star Wealth Manager.*John began his career more than 30 years ago as an accountant and medical management consultant. This association gave him the knowledge needed to grow his clientele to include many Chicagoland medical professionals. In addition to providing traditional accounting and tax services for businesses and individuals, John has successfully merged his accounting and financial expertise to provide planning for his clients.John works actively with retirement plans. He specializes in matching the needs and goals of individuals and small businesses with the kind of plan that works best for them, whether it is a 401(k), pension, profit-sharing or individual retirement plan.John is a graduate of St. Joseph’s College in Rensselaer, Indiana, where he earned a B.S. in Accounting and Finance. He is a member of the Financial Planning Association and National Association of Enrolled Agents.*Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.