Adam believes that family is life’s most important priority. While he works with clients nationally, most of his clients live in Toledo, Ohio, Cincinnati, Ohio or Florida. When he is out of the office he is likely spending time with his wife, Kristin, their son, Pierson or their new daughter Lillian. Their mission as a family is to affect positive change in the lives of the people they meet. Kristin lives this mission by making an impact in the lives of thousands of animals not just through her own service, but also through efforts to raise awareness with Animal Rescue Talk.

“My focus has always been to lead our family in a way that when Pierson & Lillian are older, they will be able to see that Kristin and I took bold steps not necessarily towards wealth or prestige, but in love, faith, and service to others.”

Outside of his professional life, Adam lives out their family mission as a mentor and volunteer for the Cincinnati Youth Collaborative (CYC). CYC strives to serve the youth of the city by providing educational aide that allows them to realize the dreams of a college education.

Adam also had the opportunity to serve as Cystic Fibrosis Foundation’s Finest Honoree in Cincinnati in 2012 and Mentor Chair for the program in 2013, which rallies young professionals around fundraising crucial dollars.

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Adam Michael Day, CFP®, CLU®, RICP®

Wealth Management Advisor


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