Adam Hollinger, CFP®, CTFA
Wealth Advisor
About Adam
Adam serves as a Wealth Advisor for RKL Private Wealth. He specializes in financial planning, estate planning and wealth management. In his role, Adam helps clients identify their long and short-term goals and creates sound financial plans to meet their needs. He works closely with the investment and planning teams to help navigate every unique client situation.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
B.S. Finance, Minor in Economics, Concentration in Personal Financial Planning, Shippensburg University
Professional & Business History
Before starting at RKL, Adam spent seven years with F&M Trust and one year with Merrill Lynch. In these roles, Adam delivered comprehensive financial planning services to individuals and non-profits, while also handling trust and estate planning and administration. His expertise encompasses asset management, retirement planning, life insurance and annuity products, as well as planning and managing estates or trusts to optimize tax advantages and achieve family objectives.
Professional Designations
- Certified Financial Planner®
- Certified Trust and Fiduciary Advisor
Professional Activities & Memberships
- Supportive Partnership for Youth Carlisle, PA, Board Director
- Financial Planning Association (FPA), Member
Personal
Adam resides in Elizabethtown, PA with his wife and their two dogs and three cats. In his spare time, Adam enjoys community service and volunteering with local non-profits. He also enjoys being active and the outdoors, especially boating, fishing, hiking and camping.