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Adam H
Series 65
Lebanon, OH
Farther
Adam Headley is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica. He has also held roles outside finance, including at the Ohio High School Athletic Association and Miami University. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.
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