Adam Cornwell, CFP®, CFA
Guided Financial Expeditions™
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North Ridge Wealth Advisors
Adam Cornwell, CFP®, CFA
Beaverton, OR
Serving Clients Nationwide
Guided Financial Expeditions™
Areas of Focus
- High Net Worth
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
About Me
Hey there! I'm Adam Cornwell, an investment enthusiast originally from the sunny city of Fremont, California. Armed with a Bachelor's degree in Finance from Washington State University, wealth creation has been my game for much of my life.Q: Why financial planning?
A: I'm on a mission to help self-made professionals, just like myself, achieve financial independence. Why? Because financial freedom opens the door to a life of purpose, and that's something worth striving for.
Q: Why North Ridge?
A: As an owner I get to control my own destiny. Most importantly, it gives me the freedom to do the right thing, the right way, for the right clients. After all, I became a financial planner to help folks navigate the gauntlet that is financial planning.
Q: What do you do when you aren’t working?
A: Beyond the world of finance, you'll catch me exploring the great outdoors. Hiking, backpacking, kayaking—you name it, I'm up for the adventure. Photography is another passion of mine, capturing moments that tell a story.
Q: #1 Goal?
A: The desire to live a story worth telling. I believe in the power of purpose, and through my work and passions, I'm on a journey to make a meaningful impact. Join me in this adventure, and let's make every moment count!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- Fee Only Network
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
8284 SW Nimbus Ave, Suite 155, Beaverton, OR 97008
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Percentage of Assets Managed
Offers Investment Management
Yes
About our Firm
Summiting the highest mountains in the world calls for the wisdom of an experienced guide; the adventure of managing your wealth is no different.North Ridge Wealth Advisors is an independent, fee-only financial planning firm based in Portland, Oregon. We partner with you to act as a trusted guide, navigating your unique financial landscape and planning a route to financial independence.
Education
Washington State University, B.A. Finance
Hobbies and Interests
- Animal Rescue
- Board Games
- Camping
- Hiking
- Photography
- Volunteering
FINRA Lookup
View DisclosureWho We Serve
- Actuaries
- Airline Pilots
- Artists
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- Contractors
- Corporate Executives
- Couples
- Data Scientists
- Dentists
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Military
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
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