Adam Rothbart

Adam Rothbart is a financial planner who works with individuals and business owners. His services include business owner planning, family-focused office planning, insurance strategies, wealth management, legacy and estate planning, wealth distribution strategies, and planning for high net worth clients. He is an investment adviser associated with Integrated Financial Partners.

Meetings are held by appointment on weekdays, Monday through Friday. The office is on the second floor at 254 Commercial Street in Portland, Maine. Clients can check the background of any financial professional through FINRA's BrokerCheck, and the firm's Form ADV and Client Relationship Summary are available on the website.