Wellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans.
Wellington Adams designs custom-tailored financial strategies to meet both short- and long-term needs. We desire that our clients realize their financial dreams and offer comprehensive solutions that apply Social Security filing strategies, together with investment and insurance approaches, to help achieve financial independence. We prepare clients to navigate today’s complex financial world with a customized plan to fit each individual, family or small business. Recognizing the challenges faced by today’s retirees, Wellington Adams was founded to support those approaching retirement with the preservation of wealth through sound financial strategies.