CFP®, CIMA®
Lead Advisor / Financial Advisor / Member Owner
The most enjoyable part of my job is learning from our clients—how they got to where they are in life, what’s important to them, and how their goals have changed. Not only does this help us develop a unique roadmap for financial success, but it also helps me gain new insights into different areas of my life.
Adam Glassberg serves as a lead advisor and financial advisor in Savant’s Downers Grove, Illinois, office, where he focuses on guiding successful professional pre-retirees and retirees toward financial independence. He works closely with clients on comprehensive planning strategies that include wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash-flow projections, retirement income optimization, insurance evaluations, debt management, and education funding.
Adam entered the financial services field in 2008 when he joined D3 Financial Counselors, where he later became co-owner before the firm joined Savant in 2018. In 2019, InvestmentNews named him one of the top 40 financial advisors in the United States under age 40.1
Adam earned a bachelor’s degree in business with a concentration in finance from Eastern Illinois University in Charleston. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® (CIMA®) designation.
Outside of the office, Adam enjoys staying active through biking, skiing, and disc golf. He and his wife, Amanda, have two daughters, Addison and April. He also loves Chicago’s sports, music, and food scenes, and he often spends his free time experimenting in the kitchen.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2019 InvestmentNews Top 40 Financial Advisors under 40: This annual rating published in June 2019. This award recognizes young talent doing notable things in the finance industry. The winners were chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Savant did not pay a fee to participate in this rating.