Independent, Unbiased Long-term Financial Planning That Puts Your Goals First

With a Master’s Degree in Engineering, experience as a Navy helicopter instructor pilot, and achievement of the Certified Financial Planner™ (CFP®) standard of excellence, Daniel Adams is good at thinking through complex systems and presenting them in a clear, common-sense way. Take a look at his 7-Point Philosophy and Case Studies and, if his approach to creating financial solutions seems to be a good fit with your own, email him to find out more.

  Daniel Adams serves investors seeking a trusted advisor to guide them in financial decision-making and investment management.

By listening, then acting, he will help you cut through the complexities of today’s markets.

“Investing can be made complicated. I work with clients using plain language that addresses their unique goals."
 —Daniel Adams