Your trusted partner.
Our certifications give you the confidence that we are experts in a wide range of business finance.
- Certified Financial Planner®
- Certified Private Wealth Advisor®
- Certified Valuation Analyst®
- Certified Exit Planner™
Your trusted financial partners.
Why E-Wealth?
We guide you to financial independence. You get time back to pour into your family, lifestyle, and your business.
Your quarterback: a holistic approach.
We quarterback the relationships between your trusted advisors (CPA, attorney, M&A, etc.) so you can ensure it’s all aligned and optimized, saving you time.
Experts in business valuation and exit planning.
Your business is likely your biggest asset. We have helped clients build business value and execute the sale or transfer of their business, likely the biggest transaction of their lifetime.
Your E-Wealth Partners team.
We know choosing who to trust with your finances is a big decision. The E-Wealth team is made up of people who value integrity, collaboration, and lasting relationships within the community. Select a team member to discover their experience and the passion they bring to serving our clients.
Standards of excellence.
At E-Wealth, we are committed to serving our clients with passion for entrepreneurs supported with technical knowledge of industry best practices. Brian Adamek holds the following credentials:
Financial Planner (CFP®)
Brian has met the high standards of competency and ethics established and enforced by the CFP Board. As a CFP® professional, he acts in the client’s best interest.
Certified Private Wealth Advisor (CPWA®)
For high-net worth clients, Brian has advanced knowledge and skills to address complex issues in investment portfolio strategy, estate planning, health transfer, and closely held business ownership.
Certified Valuation Analyst (CVA®)
As a CVA®, Brian fully understands the variety of methods used in determining the value of a business and the total estate.
Certified Exit Planner (CExP™)
As a CExP™ professional, Brian is qualified to provide comprehensive, professionally executed exit planning services to businesses.
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