Our Story

How We Began

For as long as I can remember, I have been exposed to the financial services industry. My father would come home from teaching classes to aspiring financial advisers and would teach my sisters and me all about stocks, bonds, options, and futures. 

 

That brings us to the year 2020. Like so many others, that year made me rethink what I wanted from my professional life. I realized that while I love working in securities education, my passion continues to be accountancy and financial planning. So how do I get started? I stayed up late one night 

Where We're Going

Year after year, Adam James Financial continues to grow and it is not slowing down. We have increasing customers just like you, and enhancing our services to make sure you have everything you need to ensure financial freedom and success. Over the coming years, we are planning on drastically expanding our services for individual's wealth management and solutions for complex business problems. Come be a part of this future.