Meet Craig Adams, CFP^®

President

phone: 609-377-8299 ext 101
craig@cmawealthmgmt.com

After more than 20 years in the industry, I founded CMA Wealth Management in March 2022.  This new venture has allowed me to realize my vision of how a financial advisory practice should serve their clients.

As an Investment Advisor Representative of United Planners Financial Services, I am able to assist my clients with financial planning and asset management.  Working with successful individuals, upstanding families in the community and closely held business owners is the focus of my practice.  As an independent advisor, I have extensive resources that allow my clients to receive access to exceptional and exclusive investment opportunities.  My goal is to provide my clients with unmatched service and an experience that will develop into a lifelong relationship.

With more than two decades of experience, I entered the industry in 2003.  I started my career in the Financial Services industry after graduating from West Virginia University, with a Bachelors degree.  I continued my education from New York University, where I became a CERTIFIED FINANCIAL PLANNER® professional.  I am committed to assisting my clients achieve their financial goals by providing them with strategies for asset accumulation, preservation, and wealth transfer.  You work hard for your money.  Let your money work hard for you!