James Adams
CFA®, CFP®, MBA
BSSF Wealth
Private Wealth Advisor
James Adams
CFA®, CFP®, MBA
BSSF Wealth
Private Wealth Advisor
I enjoy developing holistic solutions in asset management and financial, tax, & estate planning to help my clients build a solid financial future. - James Adams, CFA®, CFP®, MBA
Client Focused. Personalized Solutions. We take a holistic approach to asset management and financial planning.
BSSF Wealth is a fee-only financial planning firm headquartered in Camp Hill, Pennsylvania, with additional office locations in Hanover and Lancaster, as well as Frederick and Westminster, Maryland.
James Adams specializes in holistic asset management , financial planning, tax planning, and estate planning services. Our deep experience, coupled with our partnership with Brown Schultz Sheridan & Fritz, a premier accounting and business advisory firm in Pennsylvania and Maryland, enables us to provide a comprehensive financial service offering to individuals, families and business owners.
BSSF Wealth is a fee-only firm, so we receive no commission payments from clients or vendors. We conduct all business under a fiduciary standard, which obligates us to act in our clients’ best financial interests at all times.
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.
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.
James Adams is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Client Focused. Personalized Solutions.
At BSSF Wealth, our clients’ interests come first. We operate under a fiduciary standard, which means that you can trust that we will act in your best interest.
With an understanding that everyone is unique, we create personalized solutions tailored to your individual situation. We start by helping you draft your goals and objectives, and then creating a personalized plan to align with those aims.
Our philosophy is built on providing holistic solutions for your financial life. We will work with your accountants, attorneys, insurance professionals and other advisors to help you better achieve your objectives. We strongly believe that such collaboration makes for more robust financial plans.
We are headquartered in Camp Hill, Pennsylvania, with additional office locations in Hanover and Lancaster, Pennsylvania, as well as Frederick and Westminster, Maryland.
BSSF Wealth is a member of Advisory Services Network, LLC.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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James Adams is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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James Adams is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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James Adams is a CFA® charterholderWith less than 200,000 CFA Charterholders worldwide, this is truly a mark of distinction.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
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James Adams is a Member of the CFA InstituteThe CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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James Adams is the Author of "Waffle Street: The Confession and Rehabilitation of a Financier"
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The true story of James Adams, VP of a $30 billion hedge fund, who loses his job and winds up working as a waiter at a waffle shop, where an ex-con cook teaches him hard lessons about life, finance, and grits.
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James Adams is Quoted on CNN Money: "I went from Wall Street...to working at Waffle House"
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James Adams is Featured in Penn Live: "Pa. man's fall from Wall Street to Waffle House is now a movie"
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James Adams is Featured in Success: "From Wall Street to Waffle House: 6 Ways to Rebound From Failure"
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Brown Schultz Sheridan & Fritz Announces Partnership with James Adams of BSSF Wealth, A Member of Advisory Services Network, LLC
Contact James Adams
Office Locations:
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210 Grandview Avenue
Camp Hill, PA 17011