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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.

Unlike a typical first marriage, second marriages often require special consi... read more

3 Estate Challenges for Blended Families

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consi... read more

What You Should Do About Insurance Following a Divorce

Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails, making changes to insurance coverage may be overlooked.

He... read more

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

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