Adam Glassberg (CFP®, CIMA®)

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

Cash Flow/Budgets/Credit Issues

Corporate Executives

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Medical Professionals

Planning Specialties

Adam is a financial planner with a focus on value for service. His goal is to help individuals and families make smarter financial planning and investment decisions by providing easy-to-understand, unbiased advice.

He specializes in helping young professionals and young doctors who need assistance with tax savings, budgeting, loan repayment, and investment strategies.

Because we charge on a fee for service basis, we sell no products, accept no commissions, and there is no minimum asset requirement to utilize our services.

Additional Information

Adam is a financial advisor in Savant’s Downers Grove, IL office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Investment Committee and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Adam regularly meets with clients, other advisors, portfolio managers and planners to formulate and coordinate effective planning, investment and tax strategies. He specializes in helping young professionals and young doctors who need assistance with tax savings, budgeting, loan repayment, and investment strategies.

Adam has been involved in the financial services industry since 2008. He earned a bachelor of science in business degree with a concentration in finance from Eastern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® (CIMA®), and a member of the National Association of Personal Financial Advisors (NAPFA). In 2019 Adam was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews.

Adam and his wife Amanda have two daughters (Addison and April). He likes to stay active by biking, running, skiing, and playing tennis. He also enjoys the sports, music, and food culture that Chicago has to offer.

Adam was a co-owner of D3 Financial Counselors from 2015 until it joined with Savant in September 2018.