John Adam

John Adam is a Partner at Forum Financial Management, LP in Lombard, Illinois, where he provides holistic financial planning and wealth management solutions for individuals, families, and business owners. With a strong focus on retirement plans, he specializes in matching the needs of clients—ranging from private businesses to medical professionals and families—with appropriate vehicles such as 401(k)s, pensions, profit-sharing, and individual retirement accounts.

John brings over 40 years of experience in tax, accounting, and financial consulting, including his continuing role as a Member and Owner at Forum Tax and Accounting Services LLC since 2002. His expertise spans retirement planning, tax-advantaged strategies, estate planning, risk management, and portfolio management, giving clients a coordinated approach that integrates accounting and wealth management advice.

He holds a bachelor's degree in accounting and finance from St. Joseph's College (Indiana), and is both a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent. John is a member of the Financial Planning Association and the National Association of Enrolled Agents, and is recognized for his commitment to lifelong professional education and his tailored work with clients in the medical and small business sectors.