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Adam D. Morton, CFP®

Adam Morton

Wealth Planner

Email Adam Morton

Cincinnati, OH

Area of Focus
Individuals & Families


Adam Morton joined the firm in 2017 serving as a Wealth Advisor for the Private Client Group.

Morton has over 10 years of industry experience, most recently working as a Senior Wealth Consultant for RiverPoint Capital Management. Prior experience also includes many years with Westwood Management, a single family office, and investment analysis with Cambridge Associates. 

Education & Designations

Morton received a BS in Finance with a minor in Entrepreneurship from Miami University. He holds an MBA from Xavier University and is a CERTIFIED FINANCIAL PLANNER™.

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