Adam Strauss | Boston, MA Financial Advisor | Adviser Investments
Adam Strauss
Vice President, Portfolio Executive
617.321.2200 Contact Adam
617.321.2200

Adam Strauss

Vice President, Portfolio Executive


Background Experience

Adam’s financial services experience stretches back more than 30 years—and for the last 20, he has been a portfolio executive with Adviser Investments. Adam began his career in 1985 as a performance measurement specialist for Bond Timing Services, where he provided analytical support to the firm’s portfolio managers. In 1995, Adam joined Kinder Financial Services in Cambridge, MA, as a financial adviser, working with private clients on investment, estate and retirement planning concerns. Adam started at Adviser Investments in 2000, when the firm had $350 million under management, and he’s been an integral part of the company’s growth to over $7 billion in 2021. He serves on the company’s Portfolio Review Committee. In 2019, he was honored in Boston magazine for the sixth time as a Five Star Wealth Manager. Adam graduated from the University of Massachusetts with degrees in art and economics, and he earned his master’s degree in education from Tufts University. He was awarded his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1999. Adam lives in Lexington, MA, with his wife and children.

Awards

Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2019)

Certifications

CFP®

The Best Financial Advice I Ever Received

Successful investing is the result of managing risk in the midst of continual uncertainty.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Comprehensive and Integrated Wealth Management
Customized Investment and Planning Solutions
Philanthropic Gifting Plans
Multigenerational Legacy Planning
Strategic Estate Planning
Tax Sensitive Investment Solutions
Environmental and Social Governance Investing

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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