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Adam McClain, Private Wealth Advisor serving the Seven Hills, OH area - Ameriprise Advisors

Adam McClain

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Oak Tree Wealth Partners

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 46 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Business, Miami University

Awards & recognition

  • Oak Tree Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Make-A-Wish Foundation

Interests

Spending time with family