Adam M. Munger
CFP®
Financial Advisor
I believe the most effective process for managing wealth is creating an intentional and holistic plan. The resulting benefits are comparable to a tree planted today, providing shade for generations to come.
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Education &
Affiliations &
Adam is a financial advisor in Savant’s Huntsville, AL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Adam is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Adam has been involved in the financial services industry since 2008. He was an associate advisor with Bridgeworth from 2021 until it joined with Savant in 2023. Prior to joining Bridgeworth, he gained valuable experience in financial planning and wealth management.
Adam is a member of the Financial Planning Association of North Alabama. He serves as a mentor to children in foster care through the Mayfly Project, sits on the Resource Advisory Committee for the Land Trust of North Alabama, and serves as a child advocate for Compassion International.
Adam earned a bachelor of business administration degree in professional finance from the University of North Alabama.
Adam and his wife Ashley enjoy being active outdoors, taking beach trips, and playing board games with their four children. In his spare time, he enjoys fly fishing, ultra-running, and woodworking.
Education &
Designations
- University of North Alabama
Bachelor of Business Administration in Professional Finance - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association of North Alabama – member
- Mayfly Project – mentor
- Land Trust of North Alabama – Resource Advisory Committee member
- Compassion International – child advocate
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.