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About Us

Soloff Wealth Management in alliance with Secure Planning Group

Soloff Wealth Management in alliance with Secure Planning Group

Managing Partner and CEO

215-874-7147
info@SoloffWealth.com

Welcome to Soloff Wealth Management. We are an independent, comprehensive financial services firm overseen by LPL Investment Advisor Representative 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 team 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.