Meet our Founder
Adam Elesie
Certified Financial Fiduciary®
Adam Elesie founded Elesie Retirement to provide clients with a truly client-first approach to financial and retirement planning. After working in large corporations, he realized that being a true fiduciary—always acting in the client’s best interest—was impossible when limited to offering only proprietary products. Adam envisioned a firm that could offer personalized strategies and independent guidance, putting their clients’ needs above all else.
Adam brings 14 years of financial industry experience, during which he has helped thousands of individuals and families plan their retirement journeys. From preparation to taking the leap and navigating the complexities of retirement years, Adam specializes in creating tailored retirement income plans and strategies to meet each client’s unique goals.
Our Unique Approach
We collaborate with leading financial institutions to provide our clients with access to top-tier retirement and financial strategies. At the same time, we pride ourselves on offering a personalized and approachable experience. No endless hold music, no cookie-cutter advice, and no pushy sales tactics—just tailored solutions designed with your retirement needs in mind.
What makes us different?
Customer-First Philosophy
Your goals and needs are at the heart of everything we do. We believe in building trust through personalized service, open communication, and solutions that truly align with your vision for retirement.
Trusted Partnerships with Industry Leaders
We partner with some of the most reputable names in finance to offer best-in-class retirement products. These collaborations ensure you have access to reliable, high-quality solutions tailored to your unique needs.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act in your best interest. Every recommendation we make is focused solely on helping you achieve financial security and peace of mind in retirement.
Comprehensive Product Selection
From investment management to income planning and insurance solutions, we offer a broad array of retirement-focused products. This allows us to create holistic strategies designed to address every aspect of your financial future.