Adam Chaney

Wealth Advisor CFP®, APMA® CRPC®

Adam joined OWI in 2013 after a lengthy career within the financial industry.  He traded financial securities, derivatives, and investments for hedge funds and proprietary groups for 15 years, including nearly a two-year stint in London, UK.  The ethical values and investment approach of OWI were significant reasons for his lane change within the financial industry.  Adam’s experience and knowledge base put him in great position to help individuals and families plan their financial future, with a particular focus on retirement strategies and planning.   

Adam lives in Forest City, NC, with his wife Rachel and four young boys.  His hobbies include cooking, Roth conversions, gardening, parenting, educating, and various sports (subject to time!). 

CRPC conferred by College For Financial Planning.  

Phone (630) 544-5350
Fax (630) 544-5359
Mobile Phone (630) 885-9296