Our Team

Adam Stock

CFP®, M.S. Personal Financial Planning


Adam Stock
Adam Stock

Adam Stock is the founder of The Next Level Planning Group, a family wealth management firm based in Chicago.

Adam is passionate about three things:
First, helping clients navigate the many financial challenges in the present so they can experience a more meaningful and joyful financial future.

Adam brings 16 years of experience, personal coaching, and the exclusive Masters of Science Degree in Financial Planning to foster close relationships with his clients.

Second, Adam is passionate about mentoring others.

He is always teaching The Next Level Planning Group’s staff and interns about the art and science of financial planning, and the principles of how to be a true professional.

Adam’s third passion is entrepreneurship

Adam derives great satisfaction from helping his business-owner clients locate strategic partners to accelerate the growth of their businesses. He has been a member of Vistage for 6 years.

Adam’s life and work is best captured in
The Next Level Planning Group’s motto:

“Educate, Empower, and Enrich”

On a Personal Note:

A lifelong resident of the Chicago suburbs, Adam currently lives in Evanston with his wife, Melinda, daughters Eliana and Mayah, and sons Sammy and Max. Outside of work and family, Adam is very active in Chicago's Carleton College Alumni Association chapter.

He is a member of the Board of Trustees of Beth Emet Synagogue, a classically trained violinist, and a basketball enthusiast.

Place to visit: Israel
Book:The Great Gatsby
Author: Malcolm Gladwell
Band/musician: James Taylor
Song: Man in the Mirror
Holiday: Thanksgiving
Board game: Stratego
Muppet: Fozzie
Favorite Movie: Hoosiers & Willie Wonka and the Chocolate Factory
Food: Key Lime Pie & Stuffed Spinach Pizza
Childhood Memory: Singing Sesame Street songs with my family while my dad led on piano