Adam House, CFP® ACH Wealth Management LLC

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About Adam House, CFP®

While the desire to help individuals on a personal level has led to the development of ACH Wealth Management, I bring with me four decades of experience working in the financial service industry. I began my career in the late 1990’s as a stockbroker before working as a branch manager for nearly a decade. Next, I obtained my CFP® certification and became a financial advisor at Merrill Lynch in 2011.

I have now spent seven years as a wealth management advisor to approximately 700 clients, both employed and retired. Everyday, I wake up eager to maximize clients opportunities and benefits, and give them a breath of reassurance in their financial world.

The free moments of my day are spent with my wife, Dr. Amanda House, and my elementary school aged children, Reese and Grant. We are involved with Queen of Peace Catholic Church and our neighborhood, the Town of Tioga. We are also big Gator fans, and follow University of Florida athletics regularly.

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Ideal Clients

  • Baby Boomers
  • Educators, Teachers, and Academics
  • Holistic Financial Planning
  • Inherited Wealth

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.008%

SEC Records

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