Adam Wilkins, CFP®, CSLP®

Lead Advisor

Princeton, NJ, Annapolis, MD, Exton, PA

Department: Advisors

Experience: Wealth management since 2016

Education: Bachelor’s degree in Financial Planning

As a fintech startup founder in the tax planning space at our Philadelphia office, Adam brings a distinct expertise in tax minimization strategies. Adam enjoys crafting innovative tax solutions and developing an actionable blueprint to help clients reach their personal wealth objectives.

Adam arrived at Modern Wealth in May 2024 following a merger with Wealth Management Solutions. The merger with Modern Wealth excited Adam about being able to offer a comprehensive suite of services to meet the needs of every client.

In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas.

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