James Adams (CFA®, CFP®, MBA)

James Adams focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

James Adams (“Jimmy”) is a Private Wealth Advisor at BSSF Wealth, which he co-founded in partnership with Brown Schultz Sheridan & Fritz. He has two decades of financial services experience, including nine years of working with individual clients at a registered investment advisor (RIA) and a private trust company. In those roles, he developed expertise in asset allocation, portfolio analytics, financial planning, and investment manager selection. Jimmy also has an intimate knowledge of institutional asset management. As a product manager, he serviced $20 billion in client accounts across a wide array of investment strategies. He began his career with two national life insurance companies, where he was responsible for investment selection and credit evaluation for multi-billion-dollar corporate bond portfolios. After the market collapse in the Global Financial Crisis, Jimmy decided to go “back to basics” and wait tables at a Waffle House in 2009, immersing himself in economic history during his off hours. The resulting memoir, Waffle Street, was published the following year. The book is a unique blend of humorous restaurant anecdotes and meditations on finance. Waffle Street was later adapted into a feature film starring James Lafferty (of One Tree Hill fame) and screen legend Danny Glover as his restaurant mentor. The film received numerous awards, including Best Feature at the 2015 Hollywood Film Festival, and became a smash hit on Netflix. www.wafflestreetmovie.com Jimmy earned an MBA from the University of North Carolina-Chapel Hill and a BS in Finance and Accounting, cum laude, from Wake Forest University. He is a Chartered Financial Analyst (CFA®) Charterholder, CERTIFIED FINANCIAL PLANNER, and an Investment Advisor Representative of Advisory Services Network, LLC.

Additional Information

In our view, a solid financial future is built on the intelligent execution and integration of: • Financial Planning • Asset Management • Tax Preparation and Planning • Estate Planning Individuals seeking coherent and coordinated solutions for their financial lives are often left to self-navigate through a bewildering landscape of brokers, accountants, attorneys, insurance and annuity salespeople and employer-sponsored retirement plans. Oftentimes, this leads to feeling overwhelmed and discouraged. Few financial services firms have the structure and breadth of expertise to provide their clients with holistic solutions—BSSF Wealth prides itself on being one of them. As a fee-only firm, we honor our responsibility to always act in our clients’ best interests. BSSF Wealth does not receive any commission payments and does not pay referral fees to third parties. Our goal is to help maximize our clients’ after-tax, risk-adjusted returns at the portfolio level. We build portfolios that are customized for each of our clients, based on risk exposures with which they are comfortable. Unlike most investment advisors, BSSF Wealth does not overlook assets that are held outside of our firm. We assess all our clients’ assets, including 401(k) plans and life insurance policies, when establishing target allocations.

NAPFA Start Date

February 03, 2021

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This Office

210 Grandview Ave Camp Hill, PA 17011-1715 Phone: (717) 985-8713