Adam Smith

Financial Planning Director
Certified Financial Planner™

Adam Smith is a Certified Financial Planner™ professional and Chartered Financial Consultant^® and leads tax-efficient investing and Wealth Planning strategies for Trilogy Wealth Advisors. Adam has been recognized as one of the top advisors in the region*. Adam graduated from the University of Cincinnati with a finance degree, where he was a member of their track & field team and competed in the decathlon. Adam and his family enjoy traveling and spending their winter on the slopes out west.

*2016 Fort Wayne Newspapers Top Financial Advisor, 2017 Fort Wayne Newspapers Top Advisor runner-up. This award is based on client satisfaction, it is not based on investment performance.

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Bryan Office

516 East High Street
Bryan, Ohio 43506
419-636-4001

Angola Office

211 East Maumee Street, Suite 101
Angola, Indiana 46703
260-319-4969

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

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Cambridge’s Form CRS (Customer Relationship Summary)

Investment Advisor magazine, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2018 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in June of the 11 years listed. Your experience may vary. Visit thinkadvisor.com.

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