Get to know us.
Adrianna Adams, CFP®
Describe your perfect day?
Boating on Lake Erie with family, sunshine, music, beach and a charcuterie board.
What do you most like about your job?
Giving people the knowledge and confidence to achieve their life goals.
Surprise us, something we don't know about you?
I exclusively write in capital letters and am a serial color coder!
How long have you worked in Financial Services?
8+ years
About
Cleveland native Adrianna has spent her entire career empowering individuals through financial planning. Prior to joining Domain Money in 2023, she honed her expertise at NCA Financial Planners and Morgan Stanley. She is passionate about translating complicated financial conceptions into goal-oriented and personalized solutions. Adrianna received her Bachelor's degree in Financial Planning from the University of Akron with her CFP® certification. Beyond the office, Adrianna loves book club, spending time with her husband and sisters, playing darts or pool and boating on Lake Erie in the summertime.
Education
Bachelor's degree in Financial Planning from the University of Akron CFP® certification
Expertise
Investment, Budgeting, Retirement Planning, Combining Finances, and Home Ownership
Experience
Before joining Domain Money, Adrianna was a financial advisor at Morgan Stanley, overseeing investment-driven strategies and portfolios for around 100 clients. She also provided financial planning expertise to over 600 households and 1000 clients, including younger next-gen clientele. She was also at NCA Financial Planners and AXA Advisors, LLC.
Clients love Adrianna
Hear from people who have changed their financial lives
Aaron
Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to ...
Aaron
Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goa...
Abby D.
Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.
Allyson W.
The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain ...
Brian P.
I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an action...
Brigid M.
A great service, but the process could use some refinementI found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financ...
Erin
Adrianna is great and I will continue to work with her in the future!
Joanna
Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. G...
John P.
Amazing service
Kristin
Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach...
Pamela A.
Adrianna was amazing. So knowledgeable and personable. A great asset to the business
Reed
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to an...
Tom H.
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action ...
Tyler
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
Tyrese
Great communication. Easy to work with. Super informative.
Whitney
She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
Zach
Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for...
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Profile photos are for representation purposes only and not actual clients photos.
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