Meet Our Founder

The right advice starts with a trusted relationship.

Donna Adams

Donna M. Adam CFP® is the Founder and CEO of Wellington.Group, inspired by a family heritage of highly trusted entrepreneurs, attorneys, bankers, and wealth advisors from Wellington, Ohio, that began in the 19th century. Her comprehensive wealth management experience includes positions with Merrill Lynch, Citigroup, The Institute for Family Foundations, KSM Capital Advisors, and L. Harris Partners.

Over her 20-year corporate career, she became uncomfortable with what she saw as inherent flaws in the traditional industry models, institutions that put shareholders’ interests ahead of clients, and an emphasis on selling over providing solutions to adhere to client-centered needs.

She acquired specialized training and experience with expert leaders in stewardship, legacy planning, business exit planning, family wealth transfer, advanced tax and estate planning and philanthropy. She attained the Certified Financial Planner designation, the Certification in Exit Planning for business owners, and the Chartered Advisor in Philanthropy to provide customized client-centric solutions.

Donna has built a modern approach for delivering these solutions with the Virtual Family Office platform for middle-market business owners and affluent families. Advances in technology have made it possible to offer access to expert specialists and integrated advisory services that were typically only available to the very wealthy or Fortune 1000 companies.

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Get in touch with us now to find out how Wellington.Group can help you reach your financial goals.