Adam Whicker

Adam was born and raised in Kernersville, North Carolina, where he continues to live and build strong community ties today. He earned his degree in Business Management and Administration from Appalachian State University and began his professional journey outside the financial services industry, spending eight years in software sales. During that time, Adam honed his communication skills, strategic mindset, and ability to understand complex client needs—experience that now serves as a strong foundation for his work as a financial advisor. He ultimately transitioned into financial planning to pursue a more purpose-driven career and make a direct, meaningful impact in people’s lives.

Today, Adam works closely with business owners, pre-retirees, and affluent professionals, guiding them through a personalized and holistic planning process. He is deeply committed to his clients’ success and believes financial advice should be educational, transparent, and aligned with what matters most to each individual. His mission is to help clients achieve financial independence by connecting their wealth to their personal values and long-term goals. As his practice grows, Adam remains focused on helping clients confidently navigate every phase of life.

Outside of work, Adam treasures time with his family and staying active in the Kernersville community. He enjoys playing golf, fishing, grilling, and vacationing with his family, and you’ll often find him cheering on his kids at their sporting events. Adam is also a proud member of the Rotary Club of Kernersville, where he enjoys giving back and staying connected to the people who make his hometown special.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number – 16396145.