Our Team

Adam Stock, CFP® M.S. PFP

Financial Planner


Adam Stock, CFP<sup>®</sup> M.S. PFP
Adam Stock, CFP<sup>®</sup> M.S. PFP

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.

Having begun his career in wealth management at Merrill Lynch in 1999, Adam has experienced many different economic environments and financial conditions. Committed to his craft, he completed his CFP certification in 2002 and earned an MS in Personal Financial Planning in 2013.

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 since 2007.

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, Max and Solomon. Outside of work and family, Adam is very active in Chicago's Carleton College Alumni Association chapter.

Adam was a member of the Board of Trustees of Beth Emet Synagogue and is now a member of the board of the Beth Emet Foundation. He is 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