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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!

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How long have you worked in Financial Services?‍

8+ years

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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.

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.

Publications
Mega Backdoor Roth IRA Conversions: What Every Retirement Saver Needs to Know
January 2, 2024
So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?
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What is a Taxable Investment Account: Understanding the Basics
June 9, 2023
What you need to know about a taxable investment account.
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What is a Trust, and How Does It Work?
July 12, 2023
How to Set Up a Trust: A Step-by-Step Guide
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When is the Best Time to Buy Life Insurance?
June 8, 2023
When should you start considering life insurance?
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How Much Does a Financial Advisor Cost?
November 29, 2023
Financial advisor fees come in a variety of structures.
Read more
Is a Backdoor Roth IRA right for you?
June 8, 2023
Understand the ins-and-outs of a Backdoor Roth IRA.
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Why You Should Contribute to Your 401(k) if You Have an Employer Match
June 7, 2023
Employer matches can have a large impact on your financial future.
Read more
Should You Lease or Buy a Car?
June 7, 2023
If you're in the market for a new car, you may be wondering whether you should lease or buy.
Read more
Budgeting Tips Once You Hit 30
November 10, 2023
Once you reach your 30s, it is essential to start thinking about your financial future.
Read more
How to Maximize Your 401k Savings by Age
June 7, 2023
Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.
Read more
Meet with Adrianna
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265
Congratulations! You've been added to our waitlist!
Clients love Adrianna
Hear from people who have changed their financial lives
265

“My favorite piece of it was working with Adrianna. She's very hands on and helpful…she puts it in a very easy to see way for me to check things off the list and just get them done.”

- Jake O.

“Adrianna gave me short list of simple goals to focus on. This was so helpful! Adrianna is amazing! All of the immediate questions I had were acknowledged and answered. I feel like I’m working toward creating a sustainable financial plan without feeling overwhelmed.”

- Patrick C.

“Adrianna was super helpful and insightful.”

- Jeffrey A.

“Adrianna seemed thorough and caring. She outlined next steps and gave me homework.”

- Jen T.

“Adrianna is extremely knowledgeable and provided great new ideas for streamlining my finances. I couldn't be happier with her assistance.”

- Rachel M.

“Adrianna was very personable and knowledgable. She made my wife and I feel at ease using the platform and feel confident in her ability to help us with our finances.”

- Joshua D.

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.

Meet the Rest of the Team
Get started building a financial plan today.
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Katy Song
CFP®
Work with
Katy
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Brian Matthews
CFP®
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Brian
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Mitchell Kotheimer
CFP®
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Mitchell
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