Adam E. Huke, CFP®, CIMA®, CMFC®, is a Partner at Cassaday & Company, Inc. and has been with the firm since 2003. Adam’s main objectives are to understand each of his clients’ financial goals, unravel the complexities of their wealth management issues, and create a unique and well-thought-out plan that addresses their specific needs. By embracing a model of integrated wealth management, Adam is able to look at each of his clients’ financial situations in a truly comprehensive manner, focusing on all facets of wealth management, including investments, taxes, insurance, and estate planning. Adam also concentrates on multigenerational counseling and cash flow generation.
Adam is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.
Adam initially served as the Director of Investment Management for the firm, where he developed the investment management and research division that currently implements the investment and trading decisions for client portfolios. He led the IPC and managed the firm’s trading capabilities as it relates to investments, taxes, and individual client portfolio issues. During his tenure in this position, assets under management grew from approximately $330 million to $1.2 billion.
Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®)* and a Chartered Mutual Fund Counselor (CMFC®), professional designations he attained through the College for Financial Planning. Adam also earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School of the University of Pennsylvania and the Investments & Wealth Institute, formerly IMCA (Investment Management Consultants Association). He is also a previous Advisory Board member of Tamarac (now Envestnet Tamarac), a comprehensive technology platform solution for Registered Investment Advisors (RIAs) used by more than 3000 independent RIA firms, that collectively manage over $1.2 trillion in assets.
In 2019, Adam was recognized by Forbes as a Best-In-State Next-Gen Wealth Advisor. He is a graduate of North Yarmouth Academy in Yarmouth, ME, and Hobart College in Geneva, NY.
In his free time, Adam is an avid sports fan and enjoys traveling and playing chess. Adam currently lives in Aldie, Virginia with his wife, Lauren, daughter, Madeline, and son, Miles.
Adam is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country; he holds the Series 7 and 66 securities registrations.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Forbes – Best-In-State Next-Gen Wealth Advisors – (2019) – Developed in 2019 by SHOOK Research, this list is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.