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About
Us
Fliehman Financial: Our Philosophy
​The concept behind Fliehman Financial is rooted in the belief that client-advisor relationships should be relationship-driven, not transactional. This philosophy ensures that we are fully aligned with our clients, enabling us to provide the highest level of comprehensive service.
President & Advisor
Adam Fliehman
President and Investment Advisor Representative
Adam brings over 12 years of experience in the financial industry, holding securities licenses 7, 66, 6, and 63, as well as insurance licenses for Life, Health, Disability, and Long-Term Care. After years of working with captive financial firms, Adam founded Fliehman Financial to create a firm centered on client-focused relationships and unparalleled service.
Through strategic partnerships, Fliehman Financial offers an extensive range of financial options and resources, empowering clients with personalized solutions to meet their unique needs.
Adam resides in Rockford, MI, with his family.
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What
We
Offer
Investments
Fliehman Financial champions a Fee-Based Advisory Services model. We utilize ETF, Mutual Fund, Stock, and Bond portfolios tailored to each client’s unique financial goals and risk tolerance.
Our portfolios are built in-house, backed by extensive research, and designed to accommodate various levels of risk. This ensures every investment strategy is aligned with your individual financial needs.
Financial Planning
At Fliehman Financial, our flagship goal is to ensure every household enjoys a secure retirement—one where you don’t outlive your money.
We craft a personalized retirement blueprint for each client, taking a 360-degree view of your current financial situation. This comprehensive approach integrates investments, Social Security strategies, Medicare, estate planning, insurance, and tax considerations, providing a holistic plan for financial success.
Retirement
We offer a wide range of retirement and investment vehicles to meet your needs:
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401(k)
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403(b)
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SIMPLE IRA
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Roth IRA
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Traditional IRA
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SEP IRA
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Fixed Annuities
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Variable Annuities
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Estate Planning
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Long-Term Care Insurance
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Life and Disability Insurance
Fiduciary
Having a fiduciary as your financial advisor is essential to ensuring your best interests are always prioritized. Our fiduciary responsibility includes a duty of care and loyalty—a standard that Adam Fliehman upholds every day.
Education
At Fliehman Financial, we believe education is a cornerstone of the client-advisor relationship. Trust begins with understanding.
To that end, we regularly host educational seminars and classes on a variety of financial topics, empowering the community to make informed decisions about their financial future.
Why
Us
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Deep Industry Knowledge
At Fliehman Financial, we understand that thorough research and analysis are the foundations of successful portfolio development. Many investors lack the time or resources to dive deeply into investment strategies, market trends, and asset evaluations—that’s where we come in.
The stock market is constantly evolving, with fluctuations that require timely, informed decisions. Let Fliehman Financial manage the complex task of portfolio research, allowing you to focus on your priorities while we focus on maximizing your investments.
Fiduciary Responsibility
Fliehman Financial operates with a steadfast commitment to fiduciary principles. As fiduciaries, we are legally and ethically obligated to prioritize your best interests above all else.
This responsibility forms the cornerstone of trust in the client-advisor relationship. Upholding these standards is not just a requirement; it’s our promise to you. Our mission is to deliver transparent, unbiased advice and ensure that every decision we make is aligned with your financial goals and aspirations.
Personalized Money Management
At Fliehman Financial, we believe in a truly personalized approach to managing your wealth. Our dedication to putting clients first means you’ll experience an unmatched level of communication and accessibility.
When you work with us, you’re not just a number. You have a direct line to your dedicated advisor, ensuring that your questions are answered promptly and your concerns are addressed with care. We’re here to build a relationship—one that’s built on trust, understanding, and your financial success.
Contact
Us
Address
4981 Cascade Rd SE,
Grand Rapids MI 49456
Office Line
616. 466. 4480
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
Fliehman Financial is independently owned and operated.
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