Jonathan Adams, ChFC®, RICP®
Jonathan Adams is a Wealth Advisor for Northwest Financial Advisors (NWFA). He enjoys working with individual and business clients to simplify and unify their investment strategies. He likes sitting down with clients to discover their unique interests and goals and then crafting a financial plan that aims to help them become a reality.
To Jonathan, his years of experience have helped him to understand that money is the ultimate metaphor because it always represents something else. Whether it is walking a daughter down the aisle, sending a child to school, retiring comfortably or relieving someone’s burden, what truly matters most is defining what you want your money to do for you, then charting a course to get you there.
As a member of NWFA’s Investment Committee, he contributes his insight and recommendations to ensure the firm’s investment models are properly balanced and consistent with the firm’s fiduciary duty. The role suits Jonathan well considering his experience in portfolio analysis.
Jonathan joined NWFA nine years ago after providing financial advice as an independent Financial Consultant with LPL Financial for seven years. Prior to working independently, he served as Senior VP of Investments for a major financial services firm. In that capacity, Jonathan oversaw the company’s securities business for the DC region, including due diligence, advanced case design and training. In addition to his financial services career, Jonathan served our country as an Officer in the U.S. Marine Corps.
Along with 30 years of experience in the financial services business, Jonathan earned the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations conferred by The American College in Bryn Mawr, Pennsylvania. He received his undergraduate degree from the University of Virginia and earned an MBA (Finance and Investments) from The George Washington University School of Business.
Jonathan and his wife, Lili, live in Arlington, Virginia, and are the parents of two sons. In addition to his wealth management career, he enjoys hiking, baseball and being outdoors.