Adam Halm Investment Services LLC

Adam Halm Investment Services LLC Certified Financial Planner(TM) Chartered Financial Consultant(TM) No offers may be made or accepted from any resident of any other state.

General Financial Services and Financial Planning

Retirement planning

•Dealing with lump-sum distributions
•Projecting early or late retirement
•Income-generating strategies

Investment analysis

•Identifying capital, contribution and return requirements to meet objectives
•Building cash reserves
•Educating on alternatives pros/cons
•Asset allocation: attempting to reduce risk/enhance rate of r

eturn by balancing assets

Risk management planning

•Helping clients with a game plan for premature death
•Reviewing current insurance


• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

The market isn’t just about fundamentals anymore — policy is driving outcomes.Explore LPL Research’s 2026 Midyear Outloo...
07/16/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes.
Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.
go.lpl.com/midyearoutlook

As our parents grow older, their needs change and often increase. It's not uncommon for adult children to find themselve...
07/14/2026

As our parents grow older, their needs change and often increase. It's not uncommon for adult children to find themselves in a caregiving role. This shift in responsibilities can pose several challenges, including protecting caregivers, potential wage loss, loss of emergency savings, and managing retirement. This guide explores these areas in detail, providing strategies to help navigate this often-tricky terrain: https://www.halminvestmentservices.com/blog/caring-for-aging-parents-a-financial-guide-for-the-sandwich-generation

07/10/2026

Ending up with the right amount of money is less about the stock market and more about you.

What is your trusted source for market updates and information? 🔔 Our Weekly Market Commentary, written by the LPL Finan...
07/08/2026

What is your trusted source for market updates and information? 🔔 Our Weekly Market Commentary, written by the LPL Financial Research team, is your one-stop shop for the latest and best thoughtful insight on market news.

Read the latest edition here: https://www.halminvestmentservices.com/weekly-market-commentary

We spend so much time building financial portfolios—but often overlook our most valuable asset: ourselves.Your ability t...
07/06/2026

We spend so much time building financial portfolios—but often overlook our most valuable asset: ourselves.
Your ability to earn, grow, and enjoy your wealth depends on your physical and mental well-being. Without it, even the best financial plan can fall short.

✅ Fewer health issues = fewer unexpected expenses
✅ More energy = better decisions
✅ Longer health span = more time to enjoy what you’ve built
Think of healthy habits the same way you think about investing:
Small, consistent actions that compound over time.

So as you plan for your financial future, ask yourself—are you investing in your health too?

Because true wealth isn’t just what’s in your accounts… it’s how you live your life.

Celebrating 250 Years of Freedom 🎆America was founded on the belief that anything is possible - and 250 years later, tha...
07/04/2026

Celebrating 250 Years of Freedom 🎆

America was founded on the belief that anything is possible - and 250 years later, that spirit is still alive.

The American Dream isn’t just something to hope for - it’s something you can build with the right financial plan in place.

This Independence Day, let’s celebrate where we’ve been and take confident steps toward where you want to go.

06/26/2026

Discover common credit card mistakes young borrowers make and learn tips on how to use cards effectively for building credit.

06/26/2026

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

🏆 A Night for the Champions is almost here! Join the community for an unforgettable evening supporting Ross County Spec...
06/25/2026

🏆 A Night for the Champions is almost here! Join the community for an unforgettable evening supporting Ross County Special Olympics - where every moment celebrates determination, inclusion, and impact.

✨ One ticket. One winner. BIG impact. Will you be the last ticket standing?

📅 Friday, July 24th
⏰ 6:00 – 10:00 PM
📍 Creekside Occasions
🎟️ $100 per ticket

Every ticket purchased helps support local athletes and creates opportunities that truly change lives.
👉 Don’t miss your chance to be part of something bigger.

Learn more here: https://www.facebook.com/share/18mq7VVkSt/

Also, check out an interview with Adam's daughter about the event here: https://www.facebook.com/share/p/1BD9RTQqS6/

Address

2151 Western Avenue
Chillicothe, OH
45601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Website

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