Mark Adam, President

I created Adam Financial Planning to introduce a client-focused brand of financial advising. A native of Rochester, I entered the industry in 1992 with a nationally known financial services organization. Through the years my desire and commitment to financial security through goals-based wealth management pushed me in the direction of independence and in 2007, I made the decision to start Adam Financial Planning, and joined Cadaret, Grant & Co., Inc. As your financial advisor, it is my mission to listen, learn and discover your needs and concerns about the future. I am looking forward to learning more about you.