Hello, I'm Adam.

I help individual investors achieve better financial outcomes through connected financial planning and tailored investment strategies.

I also assist clients in replacing emotion-based and performance-chasing investing habits with a structured and goal-based financial planning process. Starting with their most important goals, I develop a custom financial plan and investment mix designed to improve the long-term odds of financial success. Using an individualized and planning-based investment approach, my clients enjoy a better investment experience so they can worry less and enjoy more.

Our Team Specializes in Divorce Financial Planning

We provide specialized and finance-focused advice during the divorce process that helps eliminate unintended mistakes and improve post-divorce financial outcomes.

As professionals with credentials and experience in both divorce finances and financial planning, we are uniquely qualified to help navigate and streamline the divorce settlement process. With a focus on post-separation lifestyle and goals, we can assist in arriving at the most optimal division of the marital estate as well as post-divorce financial planning.

Read Adam’s Blog

3 Financial Mistakes to Avoid Before Your Divorce

If you are contemplating divorce or are in the process currently, you may find the following pre-divorce tips helpful in optimizing your post-divorce financial wellbeing.

Mistake #1:... read more

The Fed Has an Eye on Ukraine

The Fed succumbed to inflation concerns and instituted a raise in interest rates by 0.25%, their first rate hike since 2018. Up until recently, there was talk by Fed officials that the economy may ... read more

Rising Rates & Your Account

When bond yields go up, bond prices go down. It’s a time-tested principle, but it’s also one we haven’t experienced much since the pandemic began. At least, not until the past several weeks.<... read more

Inflation Math for Today’s Retiree

You may have heard the saying, “inflation hurts savers and benefits borrowers.”

The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars w... read more

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