Adam Firely, CFP®, CPA

Wealth Advisor

Boston, MA
CLIENT SPECIALTY

Executives
Business Owners
Professionals

FOCUS AREA

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Multi-Generational Planning

Adam is a Wealth Advisor at The Colony Group. His primary role is to support a team of advisors with all aspects of the client relationships, including financial, investment, and tax planning for high-net-worth individuals, families, and corporate executives.

Prior to joining The Colony Group, Adam was a Manager at myCIO Wealth Partners, LLC in Philadelphia. Prior to that, he held various tax accountant positions with Susquehanna International Group, LLP, and Baker Tilly Virchow Krause, LLP. Adam holds his CFP and CPA designations, and has both a Bachelor of Science and Masters of Accounting from The Pennsylvania State University.

In his spare time, Adam enjoys spending time with his wife, Allie, and their dog, Kona. Adam is also an avid sports fan of Penn State and the Philadelphia Eagles, Flyers, 76ers, and Phillies.