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Soloff Wealth Management

Soloff Wealth Management

Director of Investments and Financial Planning


Welcome to Soloff Wealth Management. We are an independent, comprehensive financial services firm overseen by LPL Registered Principal and author of Mindful Finance, Adam Soloff, CFP®, EA.

Adam firmly believes that, if given a choice, most people would prefer to have a single, knowledgeable person they trust overseeing all aspects of their financial life. His specialized combination of credentials and licenses—financial planning, investments, insurance and taxation—allows him to confidently provide that level of oversight.

Adam’s innovative approach has been overwhelmingly popular. We are proud to say that our practice has been built solely on referrals. Additionally, Adam has become a knowledgeable resource for the community, teaching at the university level and contributing to numerous media outlets.

On a personal note, Adam and his wife Heather have created a charitable foundation to support children with disabilities. Find out more about the Adam and Heather Soloff Charitable Foundation.

Soloff Wealth Management is backed by LPL Financial, the top broker dealer in the nation (based on total revenues, as reported by Financial Planning magazine June 1996-2015). LPL Financial is strategically positioned to offer unbiased research, because they have no investment banking or proprietary products.