Over the past 27 years, Adam has built a successful financial planning and investment firm focused on trust, integrity, and independent advice.
Earning his Bachelor of Science from Pennsylvania State University, Adam fulfilled his CERTIFIED FINANCIAL PLANNER ™ requirements at the American College of Bryn Mawr. Additionally, having earned the designation of a Federally Authorized Enrolled Agent allows Adam to provide tax advice and representation.
Philadelphia Magazine named Adam a FIVE STAR Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. (Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.)
Offices in Warminster, Horsham, Huntingdon Valley, and Exton, PA, Adam has shared his extensive industry knowledge and experience by teaching Financial Planning through the Pennsylvania State University professional development program from 2010- 2016.
Adam dedicates time to the Pennypack Environmental Restoration Trust (PERT) as a member of the finance committee and is author of the book Mindful Finance. When Adam is not hard at work, he enjoys playing golf, basketball, coaching, and spending time with children Justin, Andrew, and Samantha.
Licenses and Credentials:
Adam has been practicing since 1996 and holds the following credentials:
- CFP® – Certified Financial Planner practitioner designation
- EA – Internal Revenue Service Enrolled Agent
- Series 7, 8, 52, and 63 are held with LPL Financial.
- Series 65 is held through Wealthcare Advisory Partners.
- Licensed in annuity, life, long term care, health, and disability insurance
- Licensed in business, car, and home insurance