01
Comprehensive Financial Planning
Adam helps individuals, families, and business owners organize investment, retirement, insurance, tax, and family considerations into a clear, coordinated financial strategy.
Adam
Meidenbauer
Adam Meidenbauer, CFP®, is a Senior Financial Advisor at Signature Estate & Investment Advisors, LLC (SEIA). With more than 26 years of financial-services experience, Adam helps individuals, families, and business owners bring clarity to the decisions that shape their financial lives.
Adam’s approach begins with understanding what matters most to each client. Financial decisions often involve more than investments alone. Retirement goals, cash flow, taxes, insurance, family responsibilities, business interests, and long-term legacy priorities can all influence a client’s strategy. Adam helps clients organize these moving pieces into a coordinated financial plan that is practical, understandable, and designed to evolve as life changes.
His work is particularly focused on comprehensive financial planning, investment management, retirement planning, and wealth strategies for families and business owners. He helps clients simplify complex financial decisions and make informed choices that support both current priorities and long-term objectives.
Before joining SEIA, Adam held positions with Charles Schwab and Bank of America. This experience provides him with a broad perspective on the financial challenges clients may encounter as their careers, businesses, families, and financial goals develop over time.
Adam earned a Bachelor of Arts degree from John Carroll University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He is licensed in Ohio for Life, Health, and Variable Annuities and is a Registered Representative of Signature Estate Securities and an Investment Adviser Representative with SEIA.
Adam and his wife have four children. Outside the office, he enjoys travel, sports, and time with his family.
Adam’s Specialties
02
Retirement and Long-Term Planning
He works with clients to prepare for retirement by connecting investment decisions, income needs, lifestyle goals, and long-term financial priorities.
03
Financial Planning for Business Owners and Families
Adam helps clients navigate the financial decisions that arise as careers, businesses, and family circumstances evolve, with an emphasis on simplifying complexity and clarifying next steps.