Amanda
Adams
CFP®, CEPA®
Wealth Advisor
Amanda is a dedicated wealth advisor who specializes in helping individuals and families five to ten years from retirement navigate their financial futures. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA®), Amanda combines technical expertise with a personalized, client-first approach to financial planning.
Amanda is passionate about working closely with clients to understand their unique goals. She often collaborates with other professionals, such as tax advisors and estate planning attorneys, to integrate their expertise and strategies into a comprehensive, well-coordinated plan.
“Amanda helps ensure her clients feel understood, informed, and in control every step of the way.”
Education
Bachelor of Science in Business Administration, Magna Cum Laude
University of New Hampshire
Certifications/Memberships
CERTIFIED FINANCIAL PLANNER® Professional
Certified Exit Planning Advisor (CEPA®)
Series 7 and 66 Securities Licenses
Rotarian
A proud member of the North Attleboro, Massachusetts, community, Amanda has deep roots in the area. Beyond her professional career, she is an active Rotarian and serves on the Attleboro/Norton YMCA Board of Trustees.
Outside of work and volunteer efforts, she enjoys learning to play the guitar, attending live concerts, skiing, and tending to her backyard garden.
Amanda and her husband Kevin are proud parents of two college-aged sons (a Gator and a Hokie) and enjoy visiting them and watching them chart their future paths.
Check Out Our Latest Articles
-
What “Liquidity” Really Means in Private Markets — And Why the Industry Needs to Do Better
At the end of March, I was a panelist at the With Intelligence Wealth Partnership Spring Retreat in Washington, DC…
-
The Intersection of Exit Planning and Estate Planning
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will…
