wiseradvisor

Adam Schreiber, RICP
Mid-Atlantic Financial Group

Tel: (443) 886-2260
303 International Dr
Suite 105
Hunt Valley, MD 21030
Mid-Atlantic Financial Group | Financial Advisor in Hunt Valley ,MD

About Mid-Atlantic Financial Group

We work with individuals and businesses to help them protect and growth their wealth.


General Information

Insurance License#:   3000101943
States Licensed in:   MD, PA, MA
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Options & Futures
I can meet clients in the following ways:   At your office, At my office, Video Conference, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Disability, Accident, Long Term Care, Variable Life, Life, Variable Annuity
Financial Organization Memberships:   Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Flat Fee


Education

AgriBusiness Management - Business / Economics  The Pennsylvania State University - State College, PA
7/1/2009-5/1/2013



Faqs

  • Do you have a customer satisfaction or refund policy? We guarantee our clients satisfaction.
  • What are your qualifications? What is your education background? I have a bachelors degree from Penn State and have been a Retirement Income Certified Professional since 2019.
  • What is your approach to financial planning? Mid-Atlantic Financial Group specializes in providing customized financial solutions that are tailored to address your investment needs. From investments and asset allocation to protecting your earnings and other insurance needs, we help you gain control over every aspect of your financial life through our diversified platform of non-proprietary investment solutions.
  • What services do you offer? Offering independent and objective analysis and advice, we work hand-in-hand with our clients to identify and achieve their financial goals. Whether it is developing a comprehensive financial plan or providing professional guidance with one key component, we are prepared to provide a perspective that addresses the concerns and desires of each client in a timely and insightful manner.
  • How many clients do you currently manage? I have approximately 75 planning clients.
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Adam Schreiber, RICP

Adam Schreiber, RICP

Retirement Income Certified Professional

Adam is a Financial Planner who specializes in Retirement readiness. He is originally from Pennsylvania and studied Business Management at Penn State University where he met his wife. They both live in Baltimore county with their son Maxwell. Adam began working in the financial services industry to provide sound advice that can help people avoid the mistakes that his family made as he was a youth. He firmly believes that every financial decision that you make should be based on the outlook of your overall financial picture and not on just the benefits or drawbacks of a specific product. He is a Presidents Council member and is currently studying for his CFP.

My Team

Nathan Badowski
Nathan Badowski CFP
Originally from Pennsylvania, Nathan Badowski relocated to Maryland to attend Goucher College. After graduating in 2000, Nathan began working in the financial industry in order to gain practical knowledge that would prepare him for his future as a Certified Financial Planner®. Totaling 20 years in the business, Badowksi is a member of MDRT (Million Dollar Round Table), the Presidents Council, and NAIFA. He prides himself on working with a group that puts its clients, individuals and business ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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