Team profile


Adelson Group Mission

We believe that the process we use at the Adelson Group sets us apart. Each client’s financial well-being is extremely important, and we take it very seriously. We start by asking you questions about your life, your dreams, your financial goals, and your concerns. We have developed and refined a process to help you take the financial steps necessary to reach your goals. Through outstanding client service and personalized, comprehensive financial advice, we work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Family Finances

Awards & recognition

  • Adelson Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Steven R Adelson, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Steven R Adelson, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Steven R Adelson, Forbes Top Next-Generation Wealth Advisors, 2018, 2020-2022
  • Steven R Adelson, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Adelson Group, Ameriprise Client Experience Award, 2020-2022
  • Steven R Adelson, Ameriprise Circle of Success, 2010-2021

Community participation

Our team at the Adelson Group actively volunteers and supports various local charities and organizations throughout Boca Raton and South Florida. Some of those charities include Boca Helping Hands, Tico Torres Children Foundation, The Boys & Girls Club of America, Running with Danny, Children’s Healing Institute, Sierra Club, Guardian Ad Litem, and the American Red Cross. It is important to us as a team to spend the time in our community helping where we can.

Honored to be recognized in Forbes

The Adelson Group would like to congratulate Steve Adelson on being named to the 2022 Forbes Best-in-State Next-Generation Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.