P: (708) 478-0554
F: (708) 478-0576
E: adamg@lionheartfinancialltd.com
"If you don't know where you are going any road will take you there"
-Lewis Carrol
Adam's mission is to help you along the path to a comfortable retirement. Adam started Lionheart Financial in 1990 - the year he moved to the United States from Great Britain. Growing up in the north of England in a mining town without a mine, Adam understands the importance of value. He brings a unique perspective to financial planning combining his down to earth nature with an irrepressible enthusiasm.
Adam holds his CRPC designation as a Chartered Retirement Planning Counselor with Cambridge Investment Research. He is a leader in both the Investment Advisory Services and Financial Planning at Lionheart Financial. He thrives on his ability to connect with clients, understand their complicated relationships to money and marrying them to their personal goals. Exploring clients' Top 100 Goals has become an exhilarating part of the planning process.
Adam's clients value the Coordination of their assets as they are Consolidated to Target and Simplify their financial lives.
Adam is deeply committed to his charitable endeavors and believes whole-heartedly in giving back to a country and community that has been so supportive of his life, career, and family.
Outside of Lionheart, Adam is a published author and working on many new literary endeavors. Check out his website www.AdamFletcherGriffiths.com for existing and upcoming novels.
When it is time to relax, he can be seen performing on stage at Curtain Call Community Theater, or walking his adopted senior pups, refereeing High School Soccer, whacking a pickle ball, and loving the time he has with his family.
Credentials
Series 6, 7, 63 and 65, CRPC®