Adam Heller

Adam Heller is a Director at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026.

He works directly with clients to help them achieve their comprehensive wealth and estate planning goals.

Adam has spent over 10 years in the financial services industry. He began his career in investment banking and private equity before transitioning to work with small institutions and families on pre and post liquidity financial planning.

Adam received a B.S. in Finance from the University of Florida, and he is a CFP® professional.

Adam is actively involved as a member of the Young Leadership Alliance at the Children’s Hospital of Philadelphia and the Investment Committee for the Jewish Federation of Greater Philadelphia.

Adam lives in the Philadelphia area with his wife, Samantha, and son, Miles. An avid traveler, golfer, and foodie, in his spare time you can find him taking Miles on new local adventures or volunteering (against his will) as a test-dummy for Samantha’s fitness programs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® , CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.