Hi, I'm Adam.

I've always had a passion for personal finance, but I was frustrated by an industry mostly filled with salespeople focused on helping the rich get richer while everyone else struggled. I've spent the last 20 years trying to pave a different path by providing accessible financial advice to those in need.

I primarily work with pre-retirees and retirees navigating the transition from building wealth to living off of it. I help with retirement income, investment and withdrawal strategies, Social Security, Roth conversions, and tax planning. I also enjoy working with millennials, Gen X, and FIRE enthusiasts navigating the "messy middle" of life, including buying a home, saving for kid's college, or DIY investing.

I offer hourly, one-time, and ongoing financial planning. Whether you're figuring out when you can retire, how much you can spend, or want a second opinion, I can't wait to learn more about your goals and help you create a plan to accomplish them.

Outside of finance you can usually find me at our family movie night every Friday, on a weekly date night with my wife Andrea, playing chess with my oldest son, or riding bikes with my youngest. We're based in Charlotte, NC, and when we get away I love the mountains or saving up for a big trip to the Caribbean.