Who We Are
Worth Financial Solutions was founded on the principles of legacy and financial well-being in 1984. We are independent team of advisors focused solely on the financial needs of our valued clients and their families. Richard and Adam both hold Series 7 and Series 66 licenses, qualifying them as Investment Advisor Representatives. Both are also licensed insurance agents.
Richard Worth
A Visionary LeaderRichard is an entrepreneur at heart. Out of college he started a real estate business and became interested in investing. Over decades, Richard held a variety of executive roles within financial firms and in the late 90's left the corporate world to focus on investing and eventually this "hobby" of his turned into his full time career as an independent investment advisor representative. The business has flourished for more than twenty years and Richard has created many lifelong relationships along the way. His favorite part of the job is spending time with his clients and helping them strive towards their financial goals.
Adam Worth
A Dynamic ForceAdam has been investing for decades, purchasing his first share of stock with allowance money in the 1980's. Since then, investing has been a passion for him. Strategic long-term investing paved the way for Adam to follow his dreams. In 2022 Adam left a successful career in advertising with long stints at Yahoo and Amazon to join his father to begin a career as a financial planner/advisor. Adam's calm and reassuring demeanor and analytical nature make him an ideal advisor to guide his clients with a steady and patient focus.
Schedule a meeting with Adam