Adam Lipton, CFP®

Wealth Advisor

“It is truly rewarding to take my love and passion for personal finance and leverage it to help make someone’s life better.”

Adam’s Story

Adam is driven by the desire to help clients achieve financial freedom, attain the life they’ve dreamed of, and gain lasting peace of mind. Among many things, he helps them craft realistic savings plans, and he excels at analyzing  long-term debt obligations and benefits packages. Adam joined Truepoint after years of working in personal banking, and he appreciates how Truepoint’s fee structure eliminates the conflicts of interest that often exist at other financial institutions.

Raised in Cincinnati and a graduate of Walnut Hills High School, Adam is a die-hard Bengals and Reds fan, but his true sports passion is his bowling league. He and his wife also love to travel and try new restaurants.


Specialties: asset allocation and portfolio construction, employee benefits analysis, insurance planning, life planning, mortgage analysis, pension analysis, retirement planning, savings priorities

Education

Ohio University, BS, Finance

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (2)

  • Juvenile Diabetes Research Foundation
  • The Leukemia & Lymphoma Society

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