Adam Simon is the founder and owner of Right Path Financial. A Transylvania University graduate, Adam has been guiding clients toward financial confidence since 2002, building his practice through trusted relationships and client referrals that speak to his commitment to personalized service.
Beyond his financial expertise, Adam is deeply invested in his community. He serves on the Board of Junior Achievement of Kentuckiana, where he helps shape the financial literacy of tomorrow’s leaders, and is an active member of the Oldham County Chamber of Commerce.
Adam resides in Crestwood with his wife Samantha and their two children, Laney and Logan. When he’s not helping clients achieve their financial goals, you’ll find him on the golf course, playing music, cheering on the University of Louisville Cardinals, or enjoying quality time with his family.
