Adam Etzel

About

I am a wealth advisor at JFS Wealth Advisors serving clients across Greater Philadelphia. I help individuals, families, and business owners make smart decisions around investing, retirement planning, taxes, and estate planning coordination. With a legal background and an LL.M. in Tax, I focus on practical strategies that reduce complexity and keep plans aligned. I am proud to support the LGBTQ business community through the Independence Business Alliance and I aim to make the planning process clear, comfortable, and actionable.

I am a wealth advisor at JFS Wealth Advisors serving clients across Greater Philadelphia. I work with individuals, families, and business owners on financial planning and investment management, including retirement planning, tax aware strategy, insurance and risk management, and estate planning coordination. With a legal background and an LL.M. in Tax, I bring a practical, detail oriented approach and I collaborate closely with CPAs and estate planning attorneys to keep the plan aligned. I am proud to support the LGBTQ business community through the Independence Business Alliance and to provide an affirming, respectful experience where clients can feel comfortable bringing their full lives and goals to the table.