Adam Soloff, CFP®, EA
Director of Financial Planning & Investments
Adam Soloff has spent more than 27 years building a financial planning and investment practice grounded in trust, integrity, and independent advice. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential and is a Federally Authorized Enrolled Agent. Philadelphia Magazine recognized Adam as a FIVE STAR Wealth Manager from 2013 through 2025 for delivering exceptional client service.
Adam earned his Bachelor of Science from Pennsylvania State University and has shared his industry expertise both in practice and in the classroom, teaching financial planning through Penn State’s professional development program from 2010 to 2016. He is also the author of Mindful Finance and serves on the finance committee of the Pennypack Environmental Restoration Trust (PERT).
Outside of work, Adam enjoys playing golf and basketball, coaching, and spending time with his children, Justin, Andrew, and Samantha.
MY CREDENTIALS
- CFP® Certified Financial Planner practitioner designation
- EA Internal Revenue Service Enrolled Agent
- Series 7* License
- Series 8* License
- Series 52* License
- Series 63* License
- Series 65* License
- Licensed insurance
Series 7, 8, 52, and 63 are held through LPL Financial. Series 65 is held through both LPL Financial and Wealthcare Advisory Partners LLC.