Adam Kleinfelter

Adam Kleinfelter, CFP®, CAP®, ChSNC®

Private Wealth Advisor
Greenville, SC
adam.kleinfelter@bluetrust.com
(864) 233-7405

Adam Kleinfelter is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Greenville, South Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Adam uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Adam integrates financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust, Adam worked as an advisor at PlanFIRST℠.

Adam graduated from Clemson University with a BS in financial management. He is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Chartered Advisor in Philanthropy® (CAP®), and Chartered Special Needs Consultant® (ChSNC®).

As an active member of the community, Adam serves in special needs and children’s ministries, and he is a member of the Financial Planning Association of South Carolina.

Adam and his wife, Brooke, have three children and live in Greenville, SC.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.