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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Adaptive Wealth Solutions 4 years Nov 2013 - Present
Triton Wealth Management 2 years Nov 2011 - Nov 2013
Triton Wealth Management 2 months Dec 2010 - Feb 2011
Triton Wealth Management 2 months Jul 2010 - Sep 2010
Kent Manor Inn 1 year, 2 months Jul 2008 - Sep 2009
Virginia Tech 4 years Aug 2007 - Aug 2011

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

Ask a financial questionAsk a question
Where should I put my riskiest holdings, taxable or tax-sheltered portfolio?
When choosing where to place an investment, there are a number of items you should consider beyond the riskiness of the asset.In general there are two types of taxes you'll experience: Ordinary income taxes, which you pay on income producing assets and assets held under one year, and long term cap...  (more)
Answered Feb 2013
I'm 54. I have $156K in a traditional IRA in 18-month bank CD earning .55% This amount represents my retirement fund "cash out" from previous employer. With current employer, I have $58k in a 403b that is managed by Diversified. Currently, I have 90% in interm./Long-term Bonds and 10% in stocks. I w
There are some good answers here, I agree with much of what was said about hiring an independent fee-only financial planner. As mentioned above you are currently losing a good chunk of change to inflation every year. Here are the inflation numbers for the last few years. Jan 1, 2013 1.59%Jan 1, ...  (more)
Answered Feb 2013
Where does the fed expect rates to be in 5 years?
Mike essentially sums up the answer I was going to give. There is no way of knowing with certainty how the market is going to react to changing socioeconomic circumstances within the coming year, much less 5 years out. Interest rates are currently at historic lows as is demonstrated by this chart...  (more)
Answered Mar 2013
Professionals with which financial services designations (e.g., CFP) are the best to seek out at the time of retirement?
I agree with much of what has been stated above, professional designations should be a starting point when evaluating a financial planner or investment manager. The most important designations you should look at are the CFP and the CFA.CFPThe Certified Financial Planner (CFP) designation is the g...  (more)
Answered Feb 2013
I am a young (26 y.o.) employee of the Federal Government. I am currently contributing 5% of my salary to TSP. What funds should I be in? I am in G now, and I know that this is far too conservative for my age, but I'm confused with the other funds (CSI and L). Please help!
If you need a brief overview of the different TSP funds, I've posted a video on youtube that describes each of the funds that are available and some of the risk/reward characteristics of each fund. This should help you get a better grasp on the different investment options, so you can make a more in...  (more)
Answered Apr 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 2, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Adaptive Wealth Solutions, LLC

    Last updated on March 10, 2017
      • $2.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 12
        Accounts
      • $178.2K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements