Adam’s Approach
Adam M. Munger
CFP®
Financial Advisor
Overview
Financial advisor Adam Munger serves individuals and families from Savant’s Huntsville, Alabama, office, where he focuses on comprehensive financial planning and long‑term wealth strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he helps clients navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Adam entered the financial services industry in 2008 and continues to build a strong foundation in financial planning and wealth management. He was an associate advisor at Bridgeworth and began working at Savant when Bridgeworth joined the firm in 2023.
Active in the community, Adam is a member of the Financial Planning Association of North Alabama, mentors children in foster care through the Mayfly Project, serves on the Resource Advisory Committee for the Land Trust of North Alabama, and serves as a child advocate for Compassion International. He earned a bachelor’s degree in professional finance from the University of North Alabama in Florence, Alabama.
Adam and his wife, Ashley, enjoy staying active outdoors, traveling to the beach, and playing board games with their four children. In his free time, he enjoys fly fishing, ultra‑running, and woodworking.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of North Alabama
Bachelor of Business Administration in Professional Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of North Alabama – member
- Mayfly Project – mentor
- Land Trust of North Alabama – Resource Advisory Committee member
- Compassion International – child advocate
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.