Adam Hanewall

Financial & Tax Planning Specialist

Office: 608-831-3230
adam.hanewall@goldsteinadvisors.com

Meet Adam

Adam joined Goldstein Advisors in 2025 as a Financial and Tax Planning Specialist after two years in the industry. Adam brings a strong analytical background and a genuine commitment to helping clients feel confident in their financial futures. Adam earned his master’s degree in Finance from the University of Wisconsin-Whitewater, where he developed a deep interest in personal finance.

Driven by a desire to assist people through meaningful financial decisions, Adam focuses on tax planning, retirement strategies, and comprehensive wealth management. His thoughtful approach supports clear analysis and well-informed financial decisions.

When he’s not working, Adam enjoys spending time with his wife Emily and their dog Tripp, following Wisconsin sports, and heading up north to his family’s cottage.

Education

University of Wisconsin-Whitewater – Bachelor’s degree in Finance
University of Wisconsin-Whitewater – Master’s degree in Finance

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC. Goldstein Advisors LLC, Bluespring Wealth Partners LLC, and Kestra IS are affiliated through common ownership by Kestra Holdings. Kestra IS does not provide tax or legal advice. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Adam Hanewall

Meet Adam

Education

Madison Office

Hours