Adam Lipton

Adam is driven by the desire to help clients achieve financial freedom, attain the life they’ve dreamed of, and gain lasting peace of mind. Among many things, he helps them craft realistic savings plans, and he excels at analyzing long-term debt obligations and benefits packages. Adam joined Truepoint after years of working in personal banking, and he appreciates how Truepoint’s fee structure eliminates the conflicts of interest that often exist at other financial institutions.