Adam F. Griffiths, CRPC®


Adam started Lionheart Financial in 1990 - the year he moved to the United States.  Growing up in the north of England in a mining town without a mine, Adam understands the importance of value.  He brings a unique perspective to financial planning combining his down to earth nature with an irrepressible enthusiasm.  Adam is an Investment Advisor Representative with Cambridge Investment Research.  He is a leader in both the Investment Advisory Services and Life Insurance planning within Cambridge.  He travels extensively to bring the very latest in portfolio allocation, planning strategies, and tax strategies to his clients. 

After 20 years of experience as a financial advisor and leader, Adam has really focused on medical groups, law firms, family businesses, and professionals.  He credits his success to his ability to truly listen to his clients' issues as he provides solutions to meet them.  He continually strives to add to the service which has made him a leader in the field.  As an investment advisor representative* he works on a referral basis only and it is that continuous stream of introductions that has led to Lionheart Financial Ltd. becoming one of the most respected firms in the area. 

"As I have limited capacity to take on new clients, and in my experience, the new clients who I work with best and am able to help the most are referred by my existing clients, as they're much more likely to be a good fit.  So should you be talking to friends who might be interested in sitting down with me, let my assistant Maryann know - I'd be happy to schedule a time to meet".

Credentials - Series 6, 7, 63 and 65, CRPC®

Phone (708) 478-0554
Fax (708) 478-0576