Adam Meidenbauer is a Partner with Cedar Brook Group. In this role, Adam provides strategic objective advice through financial planning to individuals, families and business owners. Adam focuses on providing clients with unbiased, objective advice in order to help them clarify their goals and objectives and simplify their financial lives.
Prior to joining Cedar Brook Group, Adam worked for Charles Schwab and Bank of America. Adam’s twenty-six years in the financial services industry gives him a unique perspective on the challenges faced by clients with their financial affairs.
Adam received a Bachelor of Arts degree from John Carroll University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and currently holds a Life, Health and Variable Annuities license in the state of Ohio. He is a Registered Representative and Investment Advisor Representative with Cadaret, Grant & Co., an SEC Registered Investment Advisor and member FINRA/SIPC, and an Investment Advisor Representative with Cedar Brook Group, an SEC Registered Investment Advisor.
Adam and his wife have four children. He enjoys traveling, sports and any activity that brings his family together.