Adam Finch, CFP<sup>&reg;</sup> - Financial Advisor

Adam Finch, CFP®

Founder, Managing Director, Senior Wealth Strategist

Two Bird Wealth Strategies

5263 Plymouth Rd
Ann Arbor, MI 48105-9520
FINANCIAL ADVISOR'S WEBSITE
(800) 203-9117
+1 More Number
(734) 544-5050
CONNECT WITH Adam
  • facebook link
  • linkedin link

General

Adam Finch is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Two Bird Wealth Strategies in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

We believe true financial freedom creates the foundation for pursuing both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.

More

Financial Advisor Experience

Adam focuses on providing clients unbiased financial guidance and investment management. He is driven to continually improve the client experience and to lead and grow Two Bird Wealth Strategies. Prior to launching Two Bird, Adam co-founded RFC Financial Planners, worked with Sigma Financial Corporation, Merrill Lynch and for his family’s service business. Adam graduated Magna Cum Laude and with honors from Eastern Michigan University with a bachelor’s degree in finance and has obtained his CFP® certification. Spending time with his family, wife Angie (who owns an accounting firm), daughters Hannah and Maddie, and sons Ben and Alex, is where you will find Adam outside of work. Currently, Alex plays high school hockey, Ben plays college football, Hannah competes on her college’s golf team, and the girls are enjoying college life. In addition to spending time with family and friends, he enjoys reading, playing tennis and golf, board games and Detroit Lions football.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MI, FL, TX, OH
  • Health/disability insurance: MI, FL, TX, OH
  • Fixed annuities: MI, FL, TX, OH
  • Variable annuities: MI, FL, TX, OH

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Registered Representative of and offering securities through Cetera Wealth Services, LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Getting Divorced, Job Loss, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources