Meet Your Advisor
Melissa Adams, CFP
Founder & Managing Advisor
Melissa Adams is the Founder of Achieve Retirement & Wealth Management℠, LLC. She founded Achieve to create a boutique fiduciary practice that combines intimate service with sophisticated retirement and investment solutions, tailored to meet each client’s unique needs.
Melissa is a Certified Financial Planner® and Registered Investment Advisor with 30 years of financial services experience. She specializes in building trusting relationships with families, so they can stress less about the future and focus on living their lives.
Melissa helps her clients pursue their long-term goals through her comprehensive retirement and investment planning strategies. Melissa is dedicated to transforming her clients’ relationship with money in order to improve their financial well-being and empower them to take control of their financial lives.
After 20 years in leadership roles at Manulife Financial, John Hancock and Prudential Financial in the areas of Retirement Sales Management and Investment Advisory Relationship Management, Melissa joined Merit Financial Partners, a fee-only investment advisory practice, to pursue her passion for helping individuals successfully navigate and prosper in their financial lives.
When she’s not working with clients, Melissa spends time with her family going to baseball games, trying new restaurants, spending time outdoors and travelling.
Melissa's Areas of Expertise Are:
- Investment Management with a focus on cost efficiency
- Comprehensive Financial and Retirement Planning
- Financial Psychology and Wellness
- Budgeting and Cash Management
Certificates
CFP
Education
- Bachelor of Arts, Economics
- Minors in Urban Studies and Law & Society
- University of California, San Diego
- Retirement Strategy Program, University of Pennsylvania
- The Wharton School, Pennsylvania
Building personal, long-lasting relationships is at the heart of our practice.
We offer the trust and excellence of a boutique firm, while providing the services of large family office
We do this through our network of knowledgeable CPA’s, Attorneys and Insurance Professionals to provide the expertise as your plan requires.
Open communication and easy access to our team are part of our relationship with you. This includes meetings, calls, and proactive contact.
Achieve Retirement & Wealth Management℠, LLC
We operate with large firm capabilities through our professional affiliation with best-in-class custodian (Schwab), Technology, Cybersecurity, Compliance, Legal and Marketing partners.