Manage your money with expert help. Gain financial independence. Be prepared for retirement.

Adam Frank provides financial planning and investment management for individuals, couples and small business owners. He specializes in non-traditional lifestyles and incomes with an emphasis on the LGBTQ community, creatives and entrepreneurs. Adam is your accountability partner to achieve your financial goals.

Adam is a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor. He works as a fee-only practice with a fiduciary standard.

Why use a CERTIFIED FINANCIAL PLANNER™?

• You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise, must accrue thousands of hours of experience prior to earning their certification, and are held to rigorous ethical standards.

• With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

• Read more here.

What Is Fee-only? What is a Fiduciary?

• Fee-only pricing means straightforward pricing to you, with no commissions received from any recommended product or other professional.

• Fiduciary means your best interest is placed above mine at all times.

• This gets you the most impartial advice and best products for your money. Period.