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Adam W
CFP®, Series 65
Exton, PA
Boldin Advisors
Adam Wilkins is a Certified Financial Planner (CFP®) with five years of industry experience. He currently serves as an investment advisor representative at Boldin Advisors and Pace Wealth, focusing primarily on his role at Boldin Advisors. His prior experience includes roles at Modern Wealth Management, Wealth Management Solutions, and several other firms. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs investment consultations grounded in Modern Portfolio Theory, recommending diversified portfolios of low-cost index funds and ETFs with a long-term, buy-and-hold strategy, without discretionary authority over client accounts.
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