Adam J. Finch

CFP®
Founder, Managing Director, Senior Wealth Strategist

Meet Adam

Adam J. Finch is a Founder, Managing Director, Senior Wealth Strategist based in Ann Arbor, Michigan with 25 years of experience in the field.

Adam focuses on providing clients unbiased financial guidance and independent investment management. He is driven to continually improve the client experience, and to inspire clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.

Adam has obtained his CFP® certification. Prior to co-founding Two Bird Wealth Strategies, Adam worked with Sigma Financial Corporation, Merrill Lynch and for his family’s window cleaning business. Adam holds the series 7, 24 and 66 registrations, as well as Life, Health and Annuity insurance licenses. Adam graduated Magna Cum Laude and with honors from Eastern Michigan University with a bachelor’s degree in Finance.

Spending time with his family, wife Angie (who owns an accounting firm), daughters Hannah and Maddie, and sons Ben and Alex, is where you will find Adam outside of work. Currently, Alex plays high school hockey, Ben plays high school football, Hannah golfs competitively, and the girls are enjoying college life. In addition to spending time with family and friends, he enjoys reading, playing tennis and golf, board games and Detroit Lions football.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 25 years financial industry experience
  • 22 years with TwoBird Wealth Strategies
Education
  • BS Finance from Eastern Michigan University, Magna Cum Laude and with honors
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
Professional Memberships
  • Financial Planning Association

TwoBird Wealth Strategies

5263 Plymouth Rd.
Ann Arbor, MI 48105
(734) 544-5050