Adam Walsh

Adam Walsh

Executive Director of Financial Planning

Visit my web site!

Phone: (248) 663-4768
Fax: (248) 827-7378
E-mail:

Adam Walsh is an Executive Director of Financial Planning with Michigan Financial Companies. Adam has built a practice with Michigan Financial Companies around putting his clients’ interest first. He understands that every individual, family and business have their own unique goals.  He assists clients in achieving their goals in the most efficient way. One of the ways Adam does this is by providing clients access to their own personal website where they can consolidate all of their financial information in a secure way. This allows Adam and his clients to monitor their accounts and help them reach their individual goals.

 

Education

Bachelor of Business Administration in Personal Financial Planning - Western Michigan University, 2004

 

Professional Designations

  • CFP®
  • Named Five Star Wealth Manager, 2010 & 2011 by Hour Magazine*

 

Memberships & Affiliations

  • The Financial Planning Association
  • Entrepreneurs’ Organization
  • Western Michigan University Alumni Association

 

Personal Data

Adam currently resides in Clawson with his wife, Laura, and their son, Brady.

 

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine.