Get to know us.

Adrianna Adams, CFP®

Describe your perfect day?

Boating on Lake Erie with family, sunshine, music, beach and a charcuterie board.

What do you most like about your job?

Giving people the knowledge and confidence to achieve their life goals.

Surprise us, something we don't know about you?

I exclusively write in capital letters and am a serial color coder!

How long have you worked in Financial Services?

8+ years

About

Cleveland native Adrianna has spent her entire career empowering individuals through financial planning. Prior to joining Domain Money in 2023, she honed her expertise at NCA Financial Planners and Morgan Stanley. She is passionate about translating complicated financial conceptions into goal-oriented and personalized solutions. Adrianna received her Bachelor's degree in Financial Planning from the University of Akron with her CFP® certification. Beyond the office, Adrianna loves book club, spending time with her husband and sisters, playing darts or pool and  boating on Lake Erie in the summertime.

Education

Bachelor's degree in Financial Planning from the University of Akron CFP® certification

Expertise

Investment, Budgeting, Retirement Planning, Combining Finances, and Home Ownership

Experience

Before joining Domain Money, Adrianna was a financial advisor at Morgan Stanley, overseeing investment-driven strategies and portfolios for around 100 clients. She also provided financial planning expertise to over 600 households and 1000 clients, including younger next-gen clientele. She was also at NCA Financial Planners and AXA Advisors, LLC.

Publications

Tax Changes Coming in 2026: Here's What You Need to Know Before Year-End

December 11, 2025

The One Big Beautiful Bill introduces significant tax changes that could impact your 2025 return and beyond.

Estate Planning

July 15, 2025

This webinar presented in partnership with Steward Estate Planning walks you through the key steps to ensure your family is financially protected.

Wealth Building Secrets

June 10, 2025

While everyone else worries about their financial future, you'll have a roadmap to wealth. Take charge with our exclusive strategy webinar.

Financial Planning for 2026: Your Q1 Action Plan for Goal-Setting Success

June 3, 2025

Get a jump start on your financial well-being this year! This list will help you focus on key actions to optimize the first quarter.

Home equity loans: everything you need to know

April 4, 2025

Explore home equity loans and HELOCs, their benefits, drawbacks, and strategies to maximize borrowing potential while minimizing risks.

529 college savings calculator

April 9, 2025

Calculate 529 plan savings for college by entering age, current balance, contributions, and goals. Plan future education costs.

Restricted stock units calculator & guide

April 10, 2025

Estimate the value and taxes of your Restricted Stock Units (RSUs) by entering grant details and vesting schedule. Plan your finances effectively.

Home Affordability

April 18, 2025

Find out how much home you can afford on your salary.

Complete guide to retirement planning

April 21, 2025

Retirement planning is a cornerstone of financial planning.

Learn about strategic asset allocation strategy

April 22, 2025

Mastering Asset Allocation: A Comprehensive Guide for Investors.

ESPP - Employee stock purchasing plans and tax

April 24, 2025

ESPPs: A guide to employee stock purchase plans. Benefits, tax implications, and considerations for maximizing wealth.

What Are Advisory Shares? A Guide to Startup Advisor Equity

April 27, 2025

Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.

Our guide to the mega backdoor Roth IRA

May 1, 2025

So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?

What Does a Prenup Do? How It Works & What It Covers

May 4, 2025

Before you get married, know what a prenup does. Here's a clear overview, real-life examples, and a checklist to discuss with your financial advisor.

Taxable Investment Accounts Explained: Benefits & Tax Implications

May 30, 2025

What you need to know about a taxable investment account.

Five steps to create a trust

May 7, 2025

How to Set Up a Trust: A Step-by-Step Guide.

When is the best time to buy life insurance?

May 9, 2025

When should you start considering life insurance?

Step by step guide to see if a backdoor Roth IRA is right for you

May 10, 2025

Understand the ins-and-outs of a Backdoor Roth IRA.

What is a 529 plan?

May 11, 2025

Learn what a 529 plan is and how to create one.

What is an employer match? And why you should still contribute

May 12, 2025

Employer matches can have a large impact on your financial future.

Should you lease or buy a car?

May 14, 2025

If you're in the market for a new car, you may be wondering whether you should lease or buy.

How much money should I have in my emergency fund?

May 18, 2025

Emergency funds are an essential part of your financial well-being.

How to Budget Money: The Strategic Guide for High Earners in 2026

May 21, 2025

This guide covers calculating take-home pay, automating wealth building, and optimizing taxes—all while maintaining the lifestyle that makes high earn

How Much Money Do You Need for Retirement? Complete 2026 Savings Guide

May 23, 2025

How retirement saving works, how much money you should plan to retire comfortably at age 60, and different ways to save for retirement.

401k Savings by Age: Complete 2026 Contribution Guide and Targets

May 25, 2025

Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.

How Much Does a Financial Advisor Cost? Complete 2026 Fee Guide

May 28, 2025

Discover the factors that determine the cost of hiring a financial advisor and the average fees.

Meet with Adrianna

Get started building a financial plan today.

Clients love Adrianna

Hear from people who have changed their financial lives

Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to ...

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goa...

Abby D.

Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.

Allyson W.

The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain ...

Brian P.

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an action...

Brigid M.

A great service, but the process could use some refinementI found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financ...

Erin

Adrianna is great and I will continue to work with her in the future!

Joanna

Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. G...

John P.

Amazing service

Kristin

Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach...

Pamela A.

Adrianna was amazing. So knowledgeable and personable. A great asset to the business

Reed

I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to an...

Tom H.

We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action ...

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

Tyrese

Great communication. Easy to work with. Super informative.

Whitney

She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for...

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Some of the testimonials may be shortened for length only and not to distort or improve the overall testimoniy. Profile images are for representational purposes only and do not depict actual client images. Testimonials were selected to highlight the diversity of our CERTIFIED FINANCIAL PLANNER® professionals and not based on client experience, investment performance, or any rating.