Adam Scherzer

Adam Scherzer has been in the financial services industry since 1997 where his firm has provided clients with high level comprehensive insurance and retirement planning. Currently, Adam works with families, business owners/executives, and individual investors to develop and implement strategic, long-term strategies to achieve their financial goals.

Adam works with each of his clients to develop tailored comprehensive financial plans that help to ensure their financial success and security. He stresses a long-term approach to investing based upon the specific financial needs and risk tolerance of his clients.

Adam prides himself on being “available” to clients and strives to deliver exceptional customer service. He provides a full suite of financial services that include financial planning, portfolio management, retirement planning, executive benefits (key man, buy sell, deferred comp), and insurance planning (life, disability, long term care). He also works closely with his client’s other advisors, including attorneys and CPAs, to ensure that together they are meeting the client’s total wealth management needs.

Over the years, Scherzer Financial has carved out a niche in working with athletes and people in the entertainment industry as well.

Adam strives to be a lifetime resource to his clients and their families as well as an essential partner in helping them achieve financial security and legacy.