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Adam Bruno, CFF Founder | President
Adam specializes in helping individuals and families achieve their financial goals through advanced retirement planning and private wealth management.
“Retirement isn’t about performance,” says Adam. “It’s about preservation and goals.”
Adam founded Evolution Retirement Services in January 2018 to help clients and their families pursue financial independence. His hard work and dedication to consistent growth, study and evolving with the times help ensure his clients receive the most relevant and up-to-date financial advice.
Adam has earned the title Certified Financial Fiduciary® and upholds the highest moral, ethical and fiduciary standards. He published his first book, “They Lied: The Real Cost of Your Retirement,” in 2020. Adam has been featured in other publications and news outlets such as Kiplinger, FOX4, NBC2, ABC, Wink, Good Neighbor Podcast and Health and Wellness Magazine.
Adam earned bachelor’s degrees in theatre and English literature and a master’s degree in secondary education, all from Niagara Falls University. He moved from Niagara Falls, New York, to Florida in 2006 and North Fort Myers in 2013, but he remains an avid Buffalo Bills fan!
A dedicated family man, Adam loves spending his time outside of work with his wife, Kelly-Ann, and their four children, Austin, Amelia, Maverick Myles and Scarlett Skye. His hobbies and interests such as Disney, competitive flag football, golf, theatre and writing all continue to fuel his passion for what he does every day, and his creative talents help propel Evolution Retirement Services forward.
Evolution Retirement Services
evolutionretirementservices.com | info@evoretire.com | 239.771.8696
Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Registration does not imply any level of skill or training. You can obtain a copy of Evolution Wealth Management’s firm brochure (Form ADV Part 2A) and client relationship summary (Form ADV Part 3) free of charge by visiting https://adviserinfo.sec.gov/firm/summary/307644. Evolution Wealth Management offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A.
Insurance services provided by Evolution Retirement Services. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract.
This website has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Evolution Wealth Management and Evolution Retirement Services do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Evolution Wealth Management and Evolution Retirement Services are affiliated entities. This material may include links to independent, third-party websites that are not affiliated with or controlled by Evolution Wealth Management or Evolution Retirement Services. When you follow a link to one of these sites, neither Evolution Wealth Management nor Evolution Retirement Services warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.
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