Meet Adam Ackerman: President of BNA Wealth

We’re excited to introduce Adam Ackerman, CFP®, President of BNA Wealth and a Certified Financial Planner (CFP®). Adam has been an integral part of BNA since he joined the firm in 2016, bringing expertise in financial planning and a passion for building lasting client relationships.

Professional Background

Adam earned his bachelor’s degree in Marketing from Florida State University, where he also completed a Certificate in Financial Planning and a Certificate in Entrepreneurship. As a Certified Financial Planner™, he is a member of the AICPA Personal Financial Planning Section (AICPA/PFP), underscoring his commitment to professional excellence in the financial services industry.

Adam is the founder of BNA Wealth, which he has grown into what it is today—a trusted advisory team focused on planning, not products. Under his leadership, BNA Wealth now includes a team of CFPs who are dedicated to delivering personalized, strategy-driven financial planning for individuals, families, and business owners.

Award-Winning Leadership

Adam’s leadership and dedication to his clients have earned him national recognition. For the second consecutive year, he was named one of Forbes’ Next-Gen Best-In-State Wealth Advisors in 2024, and in 2025, he was honored as one of Forbes’ Best-In-State Wealth Advisors.

Notably, Adam is the only wealth advisor recognized by Forbes in York, Chester, and Lancaster counties, reinforcing his reputation as a trusted leader in wealth management.

You can view Adam’s Forbes profile here: Adam Ackerman – Forbes.

Community Involvement

Beyond his role at BNA, Adam is deeply involved in the local community. He currently serves as:

• Board Chair – Catawba Riverkeeper Foundation
• Vice Chair – Fort Mill Economic Partners
• Former Treasurer – Early Learning Partnership of York County

His commitment to these organizations reflects his passion for giving back and supporting the community where he grew up.

More About Adam

• Hometown: Fort Mill, SC
• Favorite Thing About Rock Hill: Riverwalk Trail
• Hobbies: Spending Time with Family, Golf, Tennis, and Bourbon
• Favorite TV Show: Aerial America, Bluey (with Nathan)

When asked about his favorite part of working at BNA, Adam says it’s all about the family atmosphere and his coworkers. He values the collaborative environment and the opportunity to make a meaningful impact on clients’ financial futures.

Family Life

Adam is married to Emily, and together they have a one-year-old son, Nathan.

Let’s Connect 

Adam is eager to connect with BNA Wealth’s clients and share his insights on financial planning and wealth management. You can reach him directly at:

📧 Email: success@bna.com

🔗 Learn more about his background and experience:
Adam Ackerman – BNA Wealth

🔗 Connect with him on LinkedIn:
View Adam’s LinkedIn Profile

Contact BNA Today

If you’re a business owner looking for reliable financial guidance, we’re just a call away. Reach out to us at (803) 366-8371 or email us at success@bna.com to see how we can support your goals.

BNA: Smarter Finances, Mastering Wealth Management