Adam Firely, CFP®, CPA

Senior Wealth Advisor

Boston, MA

Business Owners


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

As a Senior Wealth Advisor at The Colony Group, Adam provides comprehensive financial planning and investment management support to individuals, families, corporate executives, and young professionals. His primary role is to assist clients in all aspects of their financial lives, including asset allocation decisions, estate, tax, and retirement planning. Adam is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant.

Before joining The Colony Group, Adam was a Manager at myCIO Wealth Partners, LLC, a financial advisory firm based in Philadelphia. Prior to that, he held various tax accountant positions with Susquehanna International Group, LLP in Philadelphia, and Baker Tilly Virchow Krause, LLP in Tysons Corner, VA.

Adam earned a Bachelor of Science and Master’s degree in Accounting from Penn State University. Outside of work, Adam enjoys spending time with his wife and two children.