Adam McNeill, AAMS
Financial Advisor in Saratoga Springs
Adam McNeill makes things easy to understand. He doesn’t engage in jargon-filled conversations or unveil extensive product packets. Instead, he is a financial advisor located in Saratoga Springs who works hard, appreciates that life is large, and knows money is a resource that opens opportunities. He thrives on research, pushing through the status quo, and applying innovative, effective ideas to help clients succeed.
Every individual, couple, or family that comes into the True Living Financial office has a story; Adam takes the time to learn it. Adam chose an independent financial path after realizing his ethics didn’t align with taking commissions or “selling” large broker products. Acting in a fiduciary capacity, Adam dedicates himself to being an independent advisor by building authentic relationships, understanding your needs, and acting as an experienced guide.
Independent Fee-Based Investment Advisor
As an investment advisor, Adam has been helping clients pursue financial success for over ten years. He attended American College to earn his Accredited Asset Management Specialist designation in 2007 and earned his bachelor’s degree from the State University at Albany in 2003.
Adam balances his work with reflection and family. He spends weekends sailing and fishing at his family home in the Adirondacks, tending his vegetable garden, and visiting the local farmer’s market. He can also be found volunteering with the Lions Club or advocating for the economic development of his hometown.
Check the background of an investment professional.