Adam D. Morton, CFP®
Partner & Wealth Advisor
Adam’s focus is to help his clients grow, protect and transfer their assets by providing unbiased, objective advice and acute attention to detail. Adam values his role as a fiduciary and finds building trusting relationships as the most rewarding aspect of his career.
His background includes working for a local single-family office and serving as a Wealth Advisor at RiverPoint Capital Management and Fort Washington Investment Advisors. Along with a Bachelor of Science in finance from Miami University and an MBA from the Williams College of Business at Xavier University, Adam earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014. In 2018, he was recognized as one of Cincinnati’s ‘Forty Under 40’ by the Cincinnati Business Courier.
Why Constellation
Adam joined Constellation because of its client-first culture and to be surrounded by a focused team of high-quality specialists, all working together to help their clients live fuller lives.
What Drives Adam
His passion for giving back is shown through his support of local non-profits including currently serving on the Board of Trustees for Lighthouse Youth & Family Services, holding leadership positions with Miami University’s Alumni Association, Stepping Stones, and the Cincinnati Squash Academy, among others. He also serves on the Marketing Committee at Constellation. Outside of the office, Adam enjoys spending time with his family, playing golf, supporting the Reds and Bengals, and traveling.