Adam Johnstone, CFP®, NQPC™

Partner, Financial Planner

A graduate of Towson University in Baltimore, MD, Adam’s primary focus is comprehensive financial planning for executives and families. He works with clients to devise personalized financial plans that incorporate cash flow management, investments, tax strategies, retirement, protection and estate conservation strategies. In addition to Adam’s core focus, he helps create and implement executive benefit plans and financial wellness programs for the team’s corporate clients. He has earned the Certified Financial Planner™ designation, Nonqualified Plan Consultant™ designation, recognized as a PLANADVISER Emerging Leader, and also holds his Series 7 and Series 66 securities licenses. Adam resides in Marlton, NJ, volunteers as an assistant soccer coach at Moorestown High School and enjoys spending time with family and friends at the New Jersey shore.

The 2024 Emerging Leaders recognition was issued by PlanAdviser on 08/19/2024 covering the prior year. The recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future. To be considered, nominees must have worked in the retirement plan advisory industry for at least three years, but no more than 10 and must get support from their lead adviser. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients. Self-nominations are accepted. The award is not an endorsement or indicative of future performance. A fee was not paid for consideration. For more information, visit www.planadviser.com.