Moneta Group
Adam is an advisor with the Blair, Sheehan, Steffens Team. Prior to joining Moneta, Adam was a practicing Estate Planning Attorney and decided to leave the practice of law and join Moneta to better foster long lasting relationships with clients and their families. In addition to traditional financial planning, Adam has also helped clients through more complex matters, including purchasing/selling a business, advanced estate planning techniques, advanced charitable gift planning. At his core, Adam has a passion to provide a path for clients to meet their goals and peace of mind they can achieve financial independence.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.