Adam Morgan

Adam Morgan, MBA, CFP®, CDFA®

WEALTH MANAGER

Adam is a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst. He has 18 years of financial industry experience. He received his BS in Psychology from Bridgewater College and his MBA from Radford University in 2003. He became trained as a neutral in the Collaborative Divorce Process in 2011 where he helps couples develop creative solutions to complex financial problems.


Adam currently serves on the Board of Directors for the Northern Virginia Collaborative Professionals as well as teaches a course on the Financial Issues of Divorce for Northern Virginia Mediation Services. He is also pursuing his certification as a Family Mediator with the State of Virginia.

His spare time is spent with his wife Brooke and their 2 year old daughter Lily.