Adam Dorman is a dedicated Edward Jones financial advisor serving the Ponte Vedra Beach community with specialized expertise in business owner financial planning and employee benefit strategies. His practice focuses on helping entrepreneurs and business owners navigate the unique financial challenges associated with business ownership while building personal wealth and planning for both business and personal financial success.

Adam specializes in working with entrepreneurs and business owners who face complex financial planning challenges related to their business interests. He helps business owners develop strategies for personal wealth accumulation outside of their business holdings, business succession planning, and exit planning strategies that maximize the value of their life's work. His expertise includes understanding the cash flow challenges of business ownership and developing financial strategies that work with irregular income patterns.

Business retirement plans are a significant focus of Adam's practice, where he helps employers design and implement qualified retirement plans that benefit both the business and its employees. He works with business owners to evaluate different plan options such as 401(k) plans, profit-sharing plans, SEP-IRAs, and defined benefit plans to determine which arrangements best serve their business goals and employee retention objectives. His understanding of fiduciary responsibilities ensures that business retirement plans are properly designed and administered.

Adam has particular expertise in employee stock options and equity compensation planning, helping both business owners and employees understand the complex financial implications of stock-based compensation. He provides guidance on option exercise strategies, tax planning for equity compensation, diversification strategies for concentrated positions, and integration of equity compensation with overall financial planning objectives.

His comprehensive financial planning services include investment management, where he develops diversified portfolios that complement business owners' concentrated business interests. Adam understands the importance of diversifying wealth outside of the business and helps clients build investment portfolios that provide stability and growth potential independent of their business performance.

Retirement planning is an important component of Adam's practice, where he helps business owners navigate the unique challenges of retirement planning when significant wealth is tied up in business interests. He works with clients to develop retirement strategies that may include business exit planning, succession strategies, and personal retirement savings optimization to ensure financial security in retirement.

Estate planning coordination is another crucial aspect of Adam's services, particularly for business owners who need to coordinate business succession with personal estate planning objectives. He works with clients and their professional advisors to ensure that business interests are properly addressed in estate plans and that wealth transfer strategies are coordinated between business and personal assets.

Located on A1A in Ponte Vedra Beach, Adam's office serves business owners and entrepreneurs throughout Northeast Florida's coastal communities. His expertise in business-related financial planning makes him particularly valuable for clients who need specialized guidance in managing the intersection between business ownership and personal financial planning.