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Avoid costly retirement mistakes.

Get your personalized retirement plan with expert advice including:

✔ Financial strategies to balance your income, growth, and legacy.

✔Strategic timing to optimize retirement, benefits, taxes, and investments.

✔ No hidden fees - transparent, Fiduciary advice always.

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All your moving pieces of retirement - working seamlessly together.

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We make retirement planning easy by connecting every part of your financial life into one clear, personalized strategy.

Why do retirees choose Elesie Retirement?

Because our customers are our #1 priority.

A Fiduciary firm built on clarity, care, and education

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Adam Elesie CFF™

Founder & Certified Financial Fiduciary

Our Story

After years working at large financial institutions, Adam Elesie saw a troubling pattern: corporate priorities often came before the client’s best interest. Frustrated by the lack of personal care and tailored advice, he founded Elesie Retirement with one goal: putting clients first. As a Certified Financial Fiduciary®, Adam built a firm where trust, clarity, and personalized planning are at the heart of every retirement journey.

Our Difference

The Best of Both Worlds: We partner with top-tier financial institutions to access best-in-class products, while delivering the personalized attention only a small, independent firm can provide.

Truly Comprehensive Planning: From income, investments, and taxes to Social Security, Medicare, and estate planning—we support every part of your retirement journey.

Client-Centered Service: We pride ourselves on exceptional service and clear communication. You’ll never be left confused—we educate, guide, and empower every step of the way.