Adam Angibeau, CFP ®
Executive Investment Advisor at Modern Advisors LLC
Executive Investment Advisor | A Modern Approach to Timeless Investing Advice.
I am a senior Investment Advisor & Principal at Modern Advisors LLC with over a decade of experience in the financial industry. I provide asset management and portfolio construction services for individuals and small businesses that are looking for a different approach to having their assets managed. Throughout my career, I’ve had the privilege of advising hundreds of clients throughout the greater Tri-State area achieve their long-term financial goals.

Modern Advisors LLC was formed to offer a new and more impactful investment advisory and
portfolio management relationship. We are an independent, privately owned, fee-only
Registered Investment Advisory Firm (RIA) which offers a unique investment process and
fianncial planning benefit, customized to our unique client base.


Our proprietary approach creates an exceptional value proposition for individual investors and small business retirement plans. 

Everything we offer has been developed and paid for using our own resources. We have focused our core business operations and resources on technology, access to market news & resources and the best in class reporting for our clients.  

This makes it possible for Modern Advisors, unencumbered by the legacy thinking and conflicts of the status quo financial services industry, to expose the industries unearned price premiums through objective transparent analytics, and to show investors
ways to take the unearned premium back from the brands and retain it for themselves.

I received my BA of Finance degree from Loyola College in Maryland, and have studied
finance abroad in Australia. In 2017, I was honored to receive the President’s Circle award  (highest award given to Financial Advisors)for exceptional financial planning through Fidelity Investments. I enjoy giving
back through volunteering with Meals on Wheels. I’m a die-hard Yankees fan and love
spending time with friends and family taking in all the amazing restaurants and amenities
that New York City has to offer.
Modern Advisors LLC
https://www.linkedin.com/company/modernadvisorsllc
Executive Investment Advisor
Manhattan, New York, United States
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NS Capital LLC
https://www.linkedin.com/company/ns-capital
Vice President
Stamford, Connecticut
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Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Vice President 401(K) Wholesaler
New York City Metropolitan Area
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Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Financial Consultant
New York City Metropolitan Area
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Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Investment Consultant
New York City Metropolitan Area
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Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Financial Representative
Washington DC-Baltimore Area
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Morgan Stanley
https://www.linkedin.com/company/morgan-stanley
Fixed Income Trading Specialist- SPG & MBS Desk
Washington DC-Baltimore Area
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WPG Financial Group
https://www.linkedin.com/company/wpgfinancialgroup
Finance Intern
Baltimore, Maryland, United States
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Bachelor of Business Administration - BBA
Loyola University Maryland
https://www.linkedin.com/school/loyola-university-maryland/
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Monash University
https://www.linkedin.com/school/monash-university/
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Bachelor of Business Administration (B.B.A.)
Bryant University
https://www.linkedin.com/school/bryant-university/
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