Adelson Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Steven R Adelson

Steven R Adelson

CFP®, MBA, CEP®, APMA®, CRPC®

Private Wealth Advisor

President of Adelson Group
Visit Steven R Adelson's website
Seth Bassoff

Seth Bassoff

CRPS®, CRPC®, APMA®, CEPA®, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Visit Seth Bassoff's website
Fred Steinmark

Fred Steinmark

JD, CPA

Financial Advisor

Senior Vice President of Adelson Group
Visit Fred Steinmark's website
Jefferson A Ledbetter

Jefferson A Ledbetter

Financial Advisor

Senior Vice President of Adelson Group
Visit Jefferson A Ledbetter's website
Wade S Eshelman

Wade S Eshelman

CRPC®, CLTC®

Financial Advisor

Vice President of Adelson Group
Visit Wade S Eshelman's website
Kristen Hernandez

Kristen Hernandez

CFP®, APMA®

Financial Advisor

Vice President of Adelson Group
Visit Kristen Hernandez's website
Terri Starliper

Terri Starliper

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Terri Starliper's website
Sheri Granaroli

Sheri Granaroli

APMA®, CRPC®

Associate Financial Advisor

Operations Director
Visit Sheri Granaroli's website

Team

Eric Peterson

Eric Peterson

Client Service Specialist

Danielle Loubier

Danielle Loubier

Client Relationship Manager