Adam R. Kroll

Financial Planner

Adam R. Kroll brings over 20 years of professional experience to Highland Financial Group. He is dedicated to helping individuals, families, and small businesses create, protect, and preserve their wealth. Adam has dedicated his career to helping his clients achieve financial success and peace of mind. Adam holds licenses: FINRA Series 7 & 66, Life Health & Accident Insurance and Real Estate.

 

Adam believes that financial planning is not a one-size-fits-all endeavor. He takes the time to understand each client’s unique circumstances, objectives, risk tolerances, and long-term goals. Proper financial planning is a holistic and collaborative process. “Whether my clients are planning for retirement, saving for education, protecting their assets, or creating generational wealth, I align investments with their goals, their risk tolerance, and their time horizon.” This leads to a portfolio that is diversified, can weather market fluctuations, keep up with inflation, and maximize returns in a low cost and tax efficient manner.

 

Adam earned his bachelor’s degree from the University of Hartford. He constantly seeks to expand his professional and personal knowledge and skills by engaging in ongoing professional development, staying up to date with the latest industry trends, regulatory changes, and innovative financial strategies. His commitment to continuous learning ensures that his clients benefit from the most current and relevant advice.

 

Adam and is wife, Lindsay, reside in southern Vermont with their 2 sons who are nationally ranked snowboarders. Adam is a National Ski Patrol member and volunteers at Stratton Mountain. He also dedicates his time and expertise to providing financial education and guidance to individuals who may not have access to traditional financial planning resources.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 973.356.3166
Fax 781.890.3041