Craig Adamson, NSSA® Advisor · Marion, IA

Meet Craig Adamson, a seasoned Financial Advisor and Wealth Manager with over 30 years of experience, dedicated to helping clients navigate the complexities of financial planning. As the principal at TrueWealth Stewardship, LLC in Iowa, Craig has spent more than 25 years as an independent advisor, building a reputation for reliability and expertise in managing Social Security benefits—a critical component of a successful retirement. He specializes in crafting personalized strategies that assess optimal claiming options tailored to each client's unique financial and health circumstances.

Craig not only focuses on maximizing Social Security outcomes but also integrates comprehensive retirement income and tax planning to empower clients with the knowledge needed for confident decision-making. His ability to model potential changes in Social Security and their impact on retirement success sets him apart as a trusted resource in the community.

As a holder of the NSSA® Social Security certification, Craig Adamson brings specialized knowledge of Social Security planning to every client relationship.

Outside the office, Craig is actively involved in family and community. As a supportive parent, he follows his daughter’s high school wrestling journey while celebrating the academic pursuits of his older children. A strong advocate for community service, Craig has served on various local boards, including the City Council and as the State President of Iowa for the National Association of Insurance and Financial Advisors. He enjoys reading, traveling with his wife, and cheering on the Iowa State Cyclones, enriching his perspective both personally and professionally.

For those seeking a knowledgeable Financial Advisor and Social Security expert in Iowa, Craig Adamson is committed to guiding you towards a secure and fulfilling financial future.

Contact Craig