Adam Proulx is a Financial Analyst at Miser Wealth Partners, LLC where he blends technical precision, in-depth research, and a client-first mindset to deliver thoughtful, individualized financial guidance. Originally from Connecticut, Adam moved to Florida in 2020 to deepen his work in wealth management. He holds a Bachelor of Arts in Communication from Central Connecticut State University and is licensed as an Investment Advisor Representative with FINRA through the Series 65.
Adam’s journey into finance began as a personal passion project—analyzing charts, studying markets, and learning the mechanics behind investment strategies. What began as a hobby quickly evolved into a lifelong interest in technical analysis. Over time, he expanded that skill set by diving deeply into fundamental analysis, understanding that truly effective financial planning requires more than just reading patterns; it requires a full view of economic indicators, company performance, and industry trends.
Today, Adam believes that strong financial advice is built on a foundation of rigorous research. In a world overflowing with information and constant market noise, he emphasizes the importance of filtering through data to uncover meaningful insights. Whether it’s examining macroeconomic trends, reviewing earnings reports, or tracking interest rate movements, Adam is committed to doing the behind-the-scenes work that allows clients to make smarter, more confident decisions.
He knows that for most people, managing finances can feel overwhelming—especially without the time or expertise to dig into the details. That’s why he takes his fiduciary responsibility seriously: to simplify the complex, act in clients’ best interests, and treat their goals with the same care and diligence he applies to his own.
At Miser Wealth Partners, Adam is known for his technical mindset, strong research ethic, and ability to make the numbers make sense. He combines the art of analysis with the human side of advising—because real success is measured in both dollars and sense.
When he’s not working with clients or keeping up with markets, Adam enjoys Florida’s year-round sunshine through golf, tennis, and pickleball. He also values time with family and friends and stays engaged with current events to ensure his guidance is always rooted in today’s reality.