Adam Day (CFP®, CLU, RICP®)

Adam Day focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • Financial Psychology/Coaching
  • Generation X
  • Medical Professionals
  • Millennials

Planning Specialties

We specialize in true holistic planning.  Brining tax planning, estate design and investment management all under one roof and all for one simple fee.  

We work well with engaged families, busy professionals and soon-to-be retirees looking for a true planning partner so they can invest in their lives and let us do everything else.

Additional Information

With more than a decade of experience in financial services, I’ve worked with an international bank, regional bank and one of the best insurance companies in the business.

As a financial planner, I’ve always diligently put my clients’ interests ahead of profitability. But over my career, I’ve worked for banks and insurance companies who viewed shareholders as more important than clients.

Fortunately, that’s not the case at Wealthquest. We have designed a new approach to wealth management – opposite of how most of the industry operates. In our firm, your investment management, tax preparation and estate planning services are offered all under one roof for one simple fee.

Our mission is simple. Help you focus on what matters most in your life by taking care of the details of your financial plan for you. Not only do we offer convenience by delivering multiple services in one place, but we find it brings efficiency too (this sentence is not needed but I put it here in case you wanted more meat).

Whether you’re in the middle of raising your family or making strategic decisions about your retirement and legacy, we’d love to be your guide.

Invest in your life. We’ll do the rest.

NAPFA Start Date

May 13, 2019

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This Office

50 E Business Way Ste 120 Cincinnati, OH 45241 Phone: (513) 530-9700