Adam Kleinfelter is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Greenville, South Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Adam uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Adam integrates financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Ronald Blue Trust, Adam worked as an advisor at PlanFIRST℠.
Adam graduated from Clemson University with a BS in financial management. He is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Chartered Advisor in Philanthropy® (CAP®), and Certified Kingdom Advisor® (CKA®).
As an active member of the community, Adam serves as the chairman of The local committee for Child Evangelism Fellowship, and he is a member of the Financial Planning Association of South Carolina. He also serves in the children’s ministry at his local church.
Adam and his wife, Brooke, have two children and live in Greenville, SC.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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