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Kevin Adleman, RICP®

CO-FOUNDER, WEALTH ADVISOR

As a wealth advisor, I’m dedicated to helping my clients achieve clarity and comfort in their retirement. I approach each client’s situation like a puzzle, working to fit all the pieces together to help them achieve their income and lifestyle goals. My job is to be a coach for my clients every step of the way, providing guidance and support as they work towards their dreams.

I hold the Retirement Income Chartered Professional® (RICP®) designation and have earned Series 6, 65, 63, and 7 licenses. I graduated Cum Laude from Wofford College in December 2007 with a Bachelor of Arts in Accounting, where I was also a proud member of the Wofford Terrier Football Team.

My journey toward financial advice began with a successful career as a Division I College Football Coach. It was during this time that I discovered my passion for coaching extended beyond the field—I realized I could combine my love for coaching with finance to help folks navigate their financial futures.

I’m a devoted sports dad, and most of my free time is spent coaching, cheering on, and enjoying my four children—Mack, Knox, Beau, and Abel. Whenever we can find the time, I cherish time with my high school sweetheart, Ashley. We’ve been happily married since July 4, 2008, and I’m grateful every day for the life we’ve built together.