# Adaptive Financial Solutions

Adaptive Financial Solutions is a Private Equity based in Cambridge, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Cambridge, United States
- **Region:** Asia
- **Address:** 245 First Street, 18th Floor, Cambridge, MA 02142, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** adaptivefs.com
- **LinkedIn:** https://www.linkedin.com/company/adaptive-capital-partners-llc

## About

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.

## Sectors

- Biotech
- Education
- Financial Services

## People

- Greg

## 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.

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Last updated: 2026-07-10T19:06:26.000Z

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