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Adaptive Financial Solutions
Adaptive Financial Solutions is a fee-only comprehensive Registered Investment Advisor (RIA) financial planning firm. The firm is led by Greg Peterson, Ph.D.,...
Adaptive Financial Solutions
Adaptive Financial Solutions is a fee-only comprehensive Registered Investment Advisor (RIA) financial planning firm. The firm is led by Greg Peterson, Ph.D., MBA, CFA, CFP, who has extensive knowledge of successful wealth management. The firm provides financial planning services to its clients.
General information
Firm type
Private Equity
Year founded
2022
Location
Region
Asia
Country
United States
City
Cambridge
Corporate office
245 First Street, 18th Floor, Cambridge, MA 02142, United States
Principals
Greg
Sector focus
Frequently asked questions
Is Adaptive Financial Solutions a fiduciary?
Yes. The firm explicitly states on its website that it operates as a fiduciary, meaning it is legally obligated to put client interests ahead of its own compensation or any other considerations. This is reinforced by its fee-only structure, which eliminates conflicts from third-party commissions.
What is Adaptive Financial Solutions' compensation model?
The firm is fee-only. Its compensation comes exclusively from clients — not from broker-dealers, fund companies, or referral fees — as stated on its website. There are no commissions or external incentives influencing advice.
What type of clients does Adaptive Financial Solutions target?
The firm's website identifies its core client base as biotech professionals, adjunct and tenured professors, and trustees throughout the greater Boston area. This is a concentrated, niche focus rather than a general-market approach.
Does Adaptive Financial Solutions offer private equity or venture capital investments?
There is no public evidence that the firm manages private equity, venture capital, or direct investment vehicles. Its website describes only comprehensive financial planning and investment advisory services for individuals, consistent with a traditional RIA practice.
How large is Adaptive Financial Solutions in terms of assets or team?
The firm does not publicly disclose its assets under management or team size. Its ADV filings may contain specific numbers, but no AUM, professional count, or regulatory record is publicly surfaced in its web presence.
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