Adam Goldstein, JD, LL.M, CFP®
Associate Wealth Advisor
In short, Adam Goldstein is an associate wealth advisor. What’s involved behind the title is a great deal more. As part of a team, Adam assists individuals and families with making better financial decisions. He regularly interacts with clients to better understand their goals, uncover their concerns and help them find creative solutions to any issues. Adam’s role includes everything from managing client portfolios to discussing insurance needs to planning for retirement.
Joining the firm in 2013, Adam brought with him extensive knowledge and experience. He previously worked in the tax department of The Commerce and Trust Company and as a comprehensive wealth planner for Parkside Financial Bank & Trust, a role very much akin to the title he holds today for Buckingham.
Adam earned his bachelor’s degree from the University of Missouri-Columbia and his juris doctorate from Saint Louis University School of Law. Additionally, he holds a master of laws in taxation from Washington University and is a CERTIFIED FINANCIAL PLANNERTM professional.
Outside of advising, Adam enjoys exercising, playing golf and reading. He and his wife have two children and live in Chesterfield, Missouri.