Adam Etzel is a Wealth Advisor at JFS Wealth Advisors, serving clients across the Philadelphia region and Central Pennsylvania. He works with people navigating complex financial lives, such as blended families, LGBTQ+ individuals and couples, business owners, and families considering how to pass wealth from one generation to the next.
Adam is a gay financial advisor, and that shapes how he shows up for clients. He knows that LGBTQ+ individuals and couples often face planning questions that require an advisor who truly understands their lives, including those centered around estate documents, beneficiary designations, tax strategy, and end-of-life decisions. Adam approaches every client relationship with affirmation and understanding. His goal is to be someone clients can trust with the most personal parts of their financial life, because the best planning comes from a deep understanding of who you are, not just what you own.
Before joining JFS, Adam worked at PNC Private Bank as an Estate Settlement Advisor, guiding families through one of the most difficult processes most people ever face. That experience gave him a deep appreciation for how much the details matter and how much is at stake when they are missed.
Adam holds a J.D. from Elon University School of Law, an LL.M. in Taxation from Villanova University, and a B.S.B.A. in Marketing from Robert Morris University. That background allows him to think through not just the financial side of a decision but also the legal and tax implications, and to work alongside your attorney and accountant as a collaborative member of your planning team.
He is a member of the Estate Planning Council of Philadelphia and the Independence Business Alliance, the LGBTQ+ chamber of commerce serving the Philadelphia region. Adam grew up in Butler, PA, and has called different parts of Pennsylvania home throughout his life, giving him a genuine understanding of the communities and cultures that make this state so distinct. He now lives in Philadelphia and works out of JFS offices in Blue Bell and Mechanicsburg.
