Adam’s financial services experience stretches back more than 30 years—and for the last 20, he has been a wealth advisor with Adviser Investments. Adam began his career in 1985 as a performance measurement specialist for BondA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. 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 advisor, working with private clients on investment, estate and retirement planning concerns. Adam started at Adviser 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. In 2023, he was honored in Boston magazine for the eighth 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 has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999. Adam lives in Lexington, MA, with his wife and children.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC