Wealth Management & Financial Planning

Wealth Management & Financial Planning

Adam Harter, CFA®

Partner & Chief Investment Officer

Adam Harter, Charter Financial Analyst (CFA®), is a partner and the chief investment officer (CIO) at Financial Enhancement Group (FEG). As CIO, Adam oversees the firm's asset management department and manages portfolios of individual equities and ETFs.  

Adam also serves as a financial advisor and has been a member of the CFA® charterholder of Indianapolis since 2009. He holds a bachelor's degree in economics from Indiana University.  

Adam and his wife, Andrea, were married in 2002 and reside in Central Indiana with their two sons as well as a dog and cat. In his spare time, you would likely find Adam golfing, reading a book, or watching anything that involves Indiana University sports.  


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If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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