Adam Gellis, CFP

What you do today determines your direction, your prosperity, and your future. When you retain us you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and strategies you will need to make the appropriate decisions about your financial future. We provide education and guidance so you can make an informed decision about your financial future. 

Abundant intellectual capital is one of our greatest strengths. We have resources on the national level but deploy solutions regionally and locally. Because we provide a deep level of expertise and resources, you receive consistent, high-quality functional support that enables you to receive the very best thinking our firm has to offer.

We utilize a team approach and manage all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows us a high degree of autonomy so that we can focus solely on assisting you and helping you tward meeting your financial goals.

Some needs are solved with financial products, investments or strategic planning. Objectivity is the key to our process. Our open architecture platform gives our financial planners access not only Lincoln products, but also gives access to insurance from other highly rated companies, private money managers, thousands of mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts.

We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit you; and communication that builds understanding and trust. These are the commitments we make to each of our clients.