Broker Check

Adam Soloff, CFP®, EA

Adam Soloff, CFP®, EA

CEO and Managing Partner

Adam Soloff, CFP®, EA

CEO and Managing Partner


Over the past 27 years, Adam has built Soloff Wealth Management; a successful financial planning and investment firm focused on trust, integrity, and independent advice. He oversees a team of financial professionals with a primary goal of helping our clients reach the highest probability of financial success through comprehensive financial planning

Earning his bachelor of science from Pennsylvania State University, Adam fulfilled his CERTIFIED FINANCIAL PLANNER® requirements at the American college of Bryn Mawr, Pennsylvania. Additionally, Adam has earned his designation as a Federal Authorized Enrolled Agent.

Philadelphia magazine named Adam a FIVE STAR wealth manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. The award is based on 10 objective criteria associated with providing quality services to clients, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of five star wealth managers 

Offices in Warminster, Horsham, Huntington Valley, and Exton Pennsylvania, Adam has shared his extensive industry, knowledge and experience by training advisors, and teaching financial planning through Pennsylvania State University’s professional development program from 2010 through 2016.

Adam dedicates time to the Pennypack Ecological Restoration Trust as a member of the finance committee, and is author of the book Mindful Finance. With his free time, Adam enjoys traveling, playing golf, basketball, working out, coaching, and spending time with his three children; Justin, Andrew, and Samantha.

Licenses and Credentials
Practicing since 1996, Adam holds the following credentials:

  • CFP® – Certified Financial Planner practitioner designation
  • EA – Internal Revenue Service Enrolled Agent
  • Series 7, 8, 52, 63 registrations held through LPL Financial and Series 65 held through LPL and Wealthcare Advisory Partners, LLC.
  • Licensed in annuity, life, long term care, health, and disability insurance
  • Licensed in business, car, and home insurance