Having grown up in and around his family’s local business, Strouse's Clothing, Adam knew early on that owning his own business was his ultimate goal. Investing in the stock market intrigued Adam, and at the young age of twelve, Adam purchased his first share of stock using his lawn mowing money. Soon after, he was helping with the bookkeeping for Strouse's, ultimately becoming Controller, and learning as much about investing and finances as he could get his hands on.
Investing and finance continued to interest Adam throughout his college years, and he graduated from Indiana University with his Bachelor of Science in Finance in 1993. He received his Masters in Business Administration from the University of Southern Indiana in 1996. Adam`s other credentials include his CERTIFIED FINANCIAL PLANNER™ certification as of April, 2005. He also has his Series 7, 24, and 66 through FINRA and is an Investment Advisory Representative, as well.
Adam has been in the investment and finance industry for over 24 years. In December of 2005, he opened his own firm, Strouse Wealth Advisors. Opening his own firm allowed him to provide a wider base of services for his existing and new clients. Adam currently provides a broad horizon of services for his clients, including, but not limited to:
- Asset Management Services
- Income Planning and Distribution
- Business Succession Strategies
- Life Insurance
- Disability Insurance
- Long-Term Care Planning
- Employee Benefits
- Retirement Planning and Distribution
- Estate Analysis
- Wealth Accumulation and Preservation
- Family Business Planning