Kyle Adams is a Financial Planner with Michigan Financial Companies/Compass Strategic Planning, a comprehensive financial services firm specializing in estate planning, wealth accumulation, business planning, and executive benefits for both public and private companies.
Kyle works closely with individuals, families, and business owners to provide customized strategies for retirement planning, education funding, asset allocation, life insurance, and more. His approach is understanding each client’s unique goals and crafting tailored plans to support their long-term financial success.
Whether you're a young family just starting out, a business owner navigating growth, or a retiree planning your legacy, Kyle offers trusted guidance to help you build a confident financial future.
Education
- Michigan State University
- Bachelor of Arts – Finance
Professional Qualifications
- Life Accident and Health Insurance Licenses
- Series 7
- Series 66
- Variable Annuities
Personal Data
Kyle resides in Wixom, MI with his two dogs, Shep & Tucker. In his free time, Kyle enjoys going to the gym, playing sports and cooking. Kyle also love to watch sports. His favorite teams are the Michigan State Spartans, Detroit Lions and Detroit Tigers.
I help individuals, families & businesses achieve their financial goals through personalized planning and strategic investment management.
My background in sports has shaped my discipline, resilience, and team-first mindset, while my Catholic faith guides me to serve my clients with integrity, compassion, and a deep commitment to doing what’s right. Together, we’ll build a roadmap toward financial security and a future you can feel good about.