Adam K. Garvey, CPA, CFP®, MST

Current Role

Adam develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Retirement and estate planning

Experience

Adam began his financial planning career in 2011. He has experience working with high net-worth individuals and families to develop customized financial strategies to help them work toward both their financial and life goals. Knowledge of the tax system and the tax implications that different financial approaches can have on a particular situation is a key facet in developing customized financial planning strategies.

Prior to joining Rehmann in 2013, Adam worked as a financial advisor and then a tax planning specialist with Hantz Group.

Adam received the CFP® certification from the Certified Financial Planner™ Board of Standards and is a Certified Public Accountant. He keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations. Adam holds the Series 7, 66 and life and health insurance licenses.

A Closer Look

• To tie together his financial and business management skills, Adam is a member of the AICPA and the MICPA.
• Involved in community endeavors, Adam serves on the Grand Traverse Area Estate Planning Council board and he is also part of their programming committee.
• Adam frequently shares his knowledge with others, recently writing articles on financial wellness and asset protection, in addition to presenting on financial planning.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 107 S. Cass St., Ste. A, Traverse City, MI 49684 | 231.946.3230