Adam Kleinfelter, CFP®, CAP®, ChSNC®
Private Wealth Advisor
Greenville, SC
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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 Chartered Special Needs Consultant® (ChSNC®).
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.
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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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.