If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We focus on education, protection, wealth management, income planning, increasing performance, ongoing support, and reducing fees/taxes. Building a plan to live a sound financial future.
Our Professional Services:
*Retirement Income Planning*
Providing income solutions to maintain lifestyle, longevity, and minimize taxes.
*Certified Financial Fiduciary Services*
Work with a Certified Financial Fiduciary.
*Active Wealth Management Services*
A team dedicated to strategic portfolio asset management for all growth & protection purposes.
*Life Insurance & Long-Term Care Insurance*
Plan to protect you and your loves ones from the unexpected.
*Social Security Optimization*
Collect your social security at the right time to maximize payments.
*Financial Risk Assessment*
Determine if your risk tolerance is balanced correctly and in line with your goals.
*Estate Planning*
Inheritance & estate planning education. (Living Trusts & Wills creation by attorney referrals)
*Strategic Tax Planning*
Strategic tax planning to minimize tax exposure.
*Medicare*
We will help you understand Medicare and understand your options.
Overview
Current Top Pro
Hired 546 times
3 similar jobs done near you
Background checked
8 employees
13 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Check, Credit card, PayPal, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2024
2023
2022
2021
2020
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and value.
Exceptional 5.0
362 reviews
5
98%
4
1%
3
0%
2
0%
1
1%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Laura M.
3 weeks ago
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Hired on Thumbtack
My husband and I have been working with Adam and Chelsea for a few months so far and are very happy that we found them. They are helping us create a clearer financialplan and have been knowledgeable, patient, and thorough throughout the process. We especially appreciate how they explain our options and make sure we understand them as we continue working toward our goal of retiring early.
The best surprise was learning that early retirement may be closer than we expected! We know it’s an ongoing process, but we now feel more informed and confident about the steps we’re taking toward our financial future. We would absolutely recommend them to anyone seeking approachable, knowledgeable financial advisors.
Personal Financial Planning
Kourtney H.
2 weeks ago
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Hired on Thumbtack
I had a great meeting with Adam. I really appreciated him taking the time to listen to my financial goals and give me honest, straightforward feedback. I truly believe he had my best interests in mind and wasn’t just trying to sell me a service. He was knowledgeable, transparent, and made sure I understood my options so I could make the decision that felt right for me. I left our meeting feeling much more informed and confident about my next steps. I would definitely recommend Adam to anyone looking for honest and helpful financial guidance.
Personal Financial Planning
Mary M.
Aug 7, 2026
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Hired on Thumbtack
I've been working with Adam for over a year. My first encounter was incredible - he provided a lot of background information and did not "mansplain" anything. 😉 He reviewed my finances and gave me some wonderful advice that set me up for some early success. Over the course of the past few recent meetings he has put up with my myriad of what-if's and 'can we see if this will work?' and 'can we do this?' and ... well, you get the idea. He has been so informative, patient, professional, and accommodating. He is prompt to reply to emails, texts, or phone calls. I had the pleasure of meeting his wife, Chelsea; she is just as professional, personable, and knowledgeable and I look forward to working with her. We are just beginning our investment journey and I am so excited to be on this ride with Elesie Retirement and being able to retire 3 years sooner than I originally planned!! Woot woot!! 😁
Personal Financial Planning
Marshall U.
Apr 8, 2026
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Hired on Thumbtack
Adam has been a pleasure to work with. I was looking for someone to not just build me a plan and that be it, but someone to be alongside for guidance and help etc, with larger financial decisions. Adam has been super kind, helpful, and courteous with me through the process.
Personal Financial Planning
Mio F.
Apr 20, 2026
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Hired on Thumbtack
Adam is the first finance planner that offered set fee (annual) vs commission, which I liked it from the beginning. He has been helping me, planning my retirement, legacy, Medicare, tax strategies, roth conversion, etc. and he's been professional while being friendly, basically all you need Adam for your fine planned retirement. I have referred him to a few of my friends who's close to retirement.
Personal Financial Planning
Credentials
Background Check
Adam Elesie
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I am able to market a broad array of financial strategies, education, tax advantages, products and services to fit any budget my customer has :)
What is your typical process for working with a new customer?
When meeting with a new client, I like to get to know your situation, goals, and build trust.
What education and/or training do you have that relates to your work?
Our team has all required Licenses, Certifications & Continued Educations.
