Adam Newman, CFA, CFP®, RICP®

Partner and Senior Wealth Advisor

Adam Newman is a Partner and a Senior Wealth Advisor at Burney Wealth Management. Adam is responsible for the preparation and ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development. Adam graduated from Virginia Tech with a degree in Applied Economics and is currently pursuing a Master’s in Taxation from Villanova University’s Charles Widger School of Law. He is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ Practitioner. In 2020, Adam completed additional technical training in retirement planning through the Retirement Income Certified Professional® program at the American College of Financial Services. Adam leads our office in Nashville, TN while continuing to work with clients around the country. Outside the office, you can find Adam playing guitar, trying new restaurants, or catching a concert or sporting event.

He can be directly reached at anewman@burney.com