My roots stretch all the way back to 1950 in Braintree, Massachusetts when my grandparents Ed and Evelyn McDonough moved to the Braintree Highlands. I learned personal responsibility through delivering The Patriot Ledger newspaper on my bike from age 10 to 17. Summers during college I returned to lifeguard and teach children swimming lessons at Sunset Lake in Braintree. I served the 182nd Infantry Regiment Army National Guard on Union St. in Braintree.

Today I serve Braintree and beyond by applying proven financial strategies that help people achieve safe financial futures for them selves and their families.

Achieve Your Financial Goals Today

Expert financial advice for a secure retirement journey.

Financial Services

Tailored strategies to optimize your investments effectively.

Guidance for a secure, fulfilling retirement ahead.

Build wealth and secure your financial future.

Investment Education
Retirement Solutions

Your Trusted Financial Services Representative

At Adam the Advisor Guy, we specialize in guiding you towards achieving your financial goals and ensuring a secure retirement. Let us help you navigate your financial journey with confidence.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Strategic Financial Services

Helping you achieve financial goals and secure a safe retirement with expert guidance.

Personalized Financial Services
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.

Tailored strategies to meet your unique financial needs and retirement aspirations.

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
Pension Plans

Expert advice on employer sponsored and individualy funded plans. 401k, 403b and govenment run plans.

Comprehensive retirement planning to ensure a comfortable and secure future for you.

Retirement Planning Services

Advanced Financial Strategies for Business Owners and High Net Worth Individuals

I have access, knowledge and implementation experience with the most advanced strategies that many highly respected advisors simply do not have access to.

Structured Cash Value Financing

Premium Financing

IRS Section 412 (e) (3) Planning

Contact Adam to Begin the Conversation

Reach out today to discuss your financial goals and explore how I can assist you in achieving a secure retirement.