Adam Wiles
CFP®
Global View Investment Advisors, LLC
Retirement Income Specialist
Adam Wiles
CFP®
Global View Investment Advisors, LLC
Retirement Income Specialist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Wiles, CFP®
Fee-Only financial planner located in Greenville, SC, serving clients locally and across the country
Adam Wiles is a Greenville, SC fee-only financial planner. Global View Investment Advisors, LLC provides comprehensive and objective financial planning, retirement planning, portfolio management and tax and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Wiles is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Adam Wiles wants every client to be a client for life. As an advocate, he helps clients deal with the issues they know they need to confront. And issues they don’t even know yet that they will someday confront.
He understands that the future is uncertain, and works closely to develop deep relationships with every client to make sure it is not something to fear. This means some illusions need to be confronted and dealt with.
Always skeptical about the unintended consequences of government actions, like printing money, Adam considers himself more of a value investor. He recognizes the importance of looking globally for best ideas: both internationally, and across all market sizes. He also knows it makes sense to be innovative when investing fixed income. Because the financial crisis caused the big banks to seek other avenues to make money (like selling credit cards and mortgages), they no longer lend to small businesses. This creates an opportunity for enterprising investors to do what angel investors and venture capitalists (who own the equity of these companies) don’t want to. To lend to those companies.
Adam is a native of Iva, South Carolina and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback.
He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View.
A deep thinker, Adam enjoys conversations about the role of government and how the latest monetary experiment will eventually play out. He likes to make things as simple as possible for clients and to help avoid them becoming confused.
Adam holds the CERTIFIED FINANCIAL PLANNER™ credential. He is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients’ needs and explaining solutions.
Adam and his wife Laurie live in Greenville’s North Main area and have two children, boy-girl twins, Ellis and Calla.
Specialties:
- Retirement transition planning
- Helping clients overcome fears of investing in uncertain times
- Investment research and support to stock portfolios
- Chief compliance officer
Adam Wiles is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Big firms profit by taking advantage of investor behavior, which they have grown to understand. Worse, advisors at these firms are burdened with sales goals. Even if they are hardworking and honest, those employed by the Wall Street giants are pushed to sell a certain amount of product. The focus is on sales numbers…not on helping you achieve your financial goals.
This is why smart investors are now looking for advice from a truly independent advocate. Someone whose mission is to put their interests first. And to see them as real people, with real needs. To understand the importance of their goals, and to make sure their heirs are taken care of.
We founded Global View to provide you with a better solution.
- We listen to you, get to know you, and put you first…always.
- Our interests are completely aligned with yours.
- We want to make you a client for life, not to make a quick buck.
And guess what? We do have one bias. We believe we can get more wealth for you than you would on your own, by helping to implement your financial plan and investment strategy.
And because we know you may not agree on that yet, we created a hassle-free process to get you on the right track (and not hire us for implementation) in case you would still like to do it yourself. So there’s nothing to lose. And you’ll gain piece of mind by having professional input to make sure you’re on the right path. to make sure you’re on the right path.
About Global View
We’re an independent, privately owned, owner/operated Registered Investment Advisory firm.
We act as your fiduciary at all times, meaning we legally agree to always put your interests first. No exceptions.
We’re fee-only, meaning we only get paid by our clients with fees. The same way you pay your accountant and your lawyer.
No commissions. We don’t accept any commissions or other types of compensation from any other source. This way we remain completely independent and on your side.
The Right Experience and Knowledge
Because it’s serious money now, you need the right combination of experience and expertise. With over 110 clients and over $250 million client assets under management*, we’ve helped many individuals and families achieve their financial goals and secure their future.
*as of February 2018
Our team has experience working in the major financial centers worldwide. Having lived and worked overseas means we look at a broader opportunity set. For over 18 years, our advisors have successfully navigated all kinds of market cycles and economic conditions.
Our team of experts includes:
- CERTIFIED FINANCIAL PLANNER ™ professionals
- An in-house estate planning attorney
- An in-house accountant
- Trained professional support staff
We can help you keep, and build, lasting wealth.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Estate Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Wiles is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Wiles is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Adam Wiles
Office Locations:
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420 E Park Ave
Suite 303
Greenville, SC 29601
