Adam Vega, CFP®

Founder & Managing Partner, Avance Private Wealth

Adam Vega is the founder and managing partner of Avance Private Wealth, an independent, fee-only fiduciary firm helping high-net-worth individuals make informed, measured financial decisions. He works with clients nationally from Avance's offices in Fort Lauderdale, FL and Asheville, NC.

Adam focuses on financial comprehension - helping clients understand the strategies behind their plan, not just the recommendations themselves - and on building the kind of long-term security that protects a client's financial future, legacy, and lifestyle. Years of working with a diverse range of clients have shaped a hands-on, personalized approach: no two clients' economic and life situations are the same, and Adam believes the right financial strategy only emerges from understanding what makes each client's situation unique and how it is likely to evolve.