Adam Elesie, CF2

About Adam Elesie

Adam Elesie founded Elesie Retirement to provide clients with a truly client-first approach to financial and retirement planning. After working in large corporations, he realized that being a true fiduciary—always acting in the client’s best interest—was impossible when limited to offering only proprietary products. He envisioned a firm that could offer personalized strategies and independent guidance, putting their clients’ needs above all else.
Adam brings 14 years of financial industry experience, during which he has helped thousands of individuals and families plan their retirement journeys. From preparation to taking the leap and navigating the complexities of retirement years, Adam specializes in creating tailored retirement income plans and strategies to meet each client’s unique goals.