Your Trusted Financial Advisor

At Adam the Advisor Guy, we guide you in achieving financial success and ensuring a secure retirement tailored to your unique goals.

An open planner displaying a detailed schedule for Tuesday and Wednesday, including tasks such as creating freelance accounts and organizing activities. A pen is placed on the planner, and the pages are filled with handwritten notes outlining tasks, time blocks, and projects.
An open planner displaying a detailed schedule for Tuesday and Wednesday, including tasks such as creating freelance accounts and organizing activities. A pen is placed on the planner, and the pages are filled with handwritten notes outlining tasks, time blocks, and projects.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.

About Adam the Advisor

My roots stretch all the way back to 1950 in Braintree, Massachusetts when my grand parents Ed and Evelyn McDonough moved to the Braintree Highlands. I learned personal responsibility through delivering The Patriot Ledger newspaper on my bike from age 10 to 17. Summers during college I returned to lifeguard and teach children swimming lessons. I served the 182nd Infantry Regiment Army National Guard on Union St. Braintree.

Today I serve Braintree and beyond by applying proven financial strategies that help people achieve safe financial futures for them selves and their families.

Client Feedback

Read what our clients say about achieving their financial goals with us.

Adam helped me understand my finances better and plan for retirement effectively.

John Smith
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.

New York

Working with Adam was a game changer for my financial planning and retirement strategy. His advice was clear, actionable, and tailored to my unique situation.

A mature man with grey hair wearing glasses, a white shirt, and a dark suit, sitting and smiling outdoors against a backdrop of large glass windows reflecting an urban cityscape.
A mature man with grey hair wearing glasses, a white shirt, and a dark suit, sitting and smiling outdoors against a backdrop of large glass windows reflecting an urban cityscape.
Sarah Lee

Los Angeles

★★★★★
★★★★★

Contact Adam the Advisor Guy

Reach out to discuss your financial goals and retirement plans.

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.