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Wellington Adams Investment Advisory, LLC

Building Relationships

through honesty, integrity, and service

Growing and Protecting

your family wealth and legacy

Providing Financially

and ethically sound advice

Helping You Prepare

for financial independence

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Social Security Maximization

Wellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans.

 

Wellington Adams designs custom-tailored financial strategies to meet both short- and long-term needs. We desire that our clients realize their financial dreams and offer comprehensive solutions that apply Social Security filing strategies, together with investment and insurance approaches, to help achieve financial independence. We prepare clients to navigate today’s complex financial world with a customized plan to fit each individual, family or small business. Recognizing the challenges faced by today’s retirees, Wellington Adams was founded to support those approaching retirement with the preservation of wealth through sound financial strategies.


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Financial Planning


Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments ...

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Investment Management


During times of volatility and uncertainty, it is comforting to sit on the sidelines with your money in a safe place. But, if you wait for a period of extended calm before venturing ...

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Tax Planning


Perhaps one of the most important steps in planning your retirement is determining your current and future tax liability and developing strategies that can help minimize your taxes ...

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Our Company

  • Home
  • Partners
  • Strategic Alliances
  • In the News
  • Community
  • Radio
  • Events
  • Learning Library
  • Contact Us

Our Services

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Social Security Maximization
  • Generational Vault
  • Get Your Risk Score
Disclosure
DISCLOSURE

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wellington Adams Investment Advisory, LLC and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wellington Adams Investment Advisory, LLC a Registered Investment Advisor in the State of Pennsylvania.  Insurance products and services are offered through Wellington Adams Financial Group, Inc. Wellington Adams Investment Advisory, LLC and Wellington Adams Financial Group, Inc. are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted. Wellington Adams Investment Advisory, LLC/Wellington Adams Financial Group, Inc., Simon Hilliard and Barron Fitz-Gerald are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions.Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.


Privacy Policy
Privacy Policy

Wellington Adams Investment Advisory, LLC

PRIVACY POLICY NOTICE

Wellington Adams Investment Advisory, LLC is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

  1. Consumer - a person who has not entered into an investment advisory relationship but has disclosed non public personal information to our firm.
  2. Client - a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.
  3. Confidential Information – personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net worth, account balances, account numbers, beneficiary information, or investment history.

Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our firm, except as noted below:

  • To complete transactions or account changes, as directed by the client
  • To maintain or service a client’s account
  • If requested by the client
  • With entities under common ownership and control of our firm
  • With contracted third-parties who require the information to develop, support and deliver services
  • If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm

As a client of our firm your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information. We continue to safeguard and keep confidential the personal and financial information of all present and past clients.

We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually, in writing.

Please contact us with any questions about this policy.

If you wish for us not to share your information as stated above, please contact us by:
  • Calling us at 855-793-2409 or
  • Contact us by mail at: Wellington Adams Investment Advisory, LLC

7 Rathton Rd.

York, PA 17403

Our Location

Home Office
Rathton Professional Center
7 Rathton Road
York, PA 17403
Toll Free: (855) 793-2409
Email: admin@wellingtonadams.com

By appointment only in Lancaster and Mechanicsburg.