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
Manhattan, New York, United States
https://media-exp1.licdn.com/dms/image/C560BAQEBUNJlZljohA/company-logo_100_100/0/1636667914322?e=1655942400&v=beta&t=tYay8ObgC5KCO-eIKhIBhu6V5K646Gn9N7tDt96TmUM
Executive Investment Advisor
NS Capital LLC
https://www.linkedin.com/company/ns-capital
Stamford, Connecticut
https://media-exp1.licdn.com/dms/image/C4D0BAQEr5p67P5Dzbg/company-logo_100_100/0/1612545327819?e=1655942400&v=beta&t=OtVKatJkJX_sWwld3LNBnC5mQOzOceu20i-WHJqnv1k
Vice President
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
New York City Metropolitan Area
https://media-exp1.licdn.com/dms/image/C560BAQEp8IZ2oEGxKA/company-logo_100_100/0/1593624241969?e=1655942400&v=beta&t=sXUEml715BqNYlATGAmGicQYowpFa6rBiP_Uoj_tids
Vice President 401(K) Wholesaler
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
New York City Metropolitan Area
https://media-exp1.licdn.com/dms/image/C560BAQEp8IZ2oEGxKA/company-logo_100_100/0/1593624241969?e=1655942400&v=beta&t=sXUEml715BqNYlATGAmGicQYowpFa6rBiP_Uoj_tids
Financial Consultant
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
New York City Metropolitan Area
https://media-exp1.licdn.com/dms/image/C560BAQEp8IZ2oEGxKA/company-logo_100_100/0/1593624241969?e=1655942400&v=beta&t=sXUEml715BqNYlATGAmGicQYowpFa6rBiP_Uoj_tids
Investment Consultant
Fidelity Investments
https://www.linkedin.com/company/fidelity-investments
Washington DC-Baltimore Area
https://media-exp1.licdn.com/dms/image/C560BAQEp8IZ2oEGxKA/company-logo_100_100/0/1593624241969?e=1655942400&v=beta&t=sXUEml715BqNYlATGAmGicQYowpFa6rBiP_Uoj_tids
Financial Representative
Morgan Stanley
https://www.linkedin.com/company/morgan-stanley
Washington DC-Baltimore Area
https://media-exp1.licdn.com/dms/image/C4D0BAQGHNBdrVsvq_w/company-logo_100_100/0/1597078080178?e=1655942400&v=beta&t=Wo8ekaaaQ7ZfSOqfXIG-jhe9J27SxiGNSwDGW5VBPlg
Fixed Income Trading Specialist- SPG & MBS Desk
WPG Financial Group
https://www.linkedin.com/company/wpgfinancialgroup
Baltimore, Maryland, United States
https://media-exp1.licdn.com/dms/image/C4E0BAQFxtanw4uM_Bg/company-logo_100_100/0/1617732712450?e=1655942400&v=beta&t=TImPUga_kqf-KkvakLScosZ6CQzZJ5RdxVL-8w-tXoQ
Finance Intern
Bachelor of Business Administration - BBA
https://media-exp1.licdn.com/dms/image/C4D0BAQEEsPwxsnaG2w/company-logo_100_100/0/1519855925120?e=1655942400&v=beta&t=bcJ9bUuzSlWbwFQzsi5wevFaRGotu6xIk2StO7AK-lk
Loyola University Maryland
https://www.linkedin.com/school/loyola-university-maryland/
https://media-exp1.licdn.com/dms/image/C560BAQGQ17wssGVZeA/company-logo_100_100/0/1640136483646?e=1655942400&v=beta&t=tEoWfxUGChIO3zfca1hrIQYP-LTaz87wjJHLVk7XA1g
Monash University
https://www.linkedin.com/school/monash-university/
Bachelor of Business Administration (B.B.A.)
https://media-exp1.licdn.com/dms/image/C4E0BAQHiaxBGTuIB4Q/company-logo_100_100/0/1611494170577?e=1655942400&v=beta&t=f2q2l_EN5AErcta2A6lq73qSv3mR2mMkeIRcgEo0y4M
Bryant University
https://www.linkedin.com/school/bryant-university/