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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!

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
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Clients love Adrianna
Hear from people who have changed their financial lives
265
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 any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.

Erin

Adrianna is great and I will continue to work with her in the future!

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.

Tom

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 plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!

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 me, it's logical, clear, and useful. I'd recommend them to family and friends.

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 goals, and specific action items to reach those goals. Not only did I get a fantastic one page plan (which is more than one page), but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Tyrese

Great communication. Easy to work with. Super informative.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

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 with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!

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 everybody!

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. Gladly recommend Adrianna to whomever is considering Domain Money.

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.

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