Meet the Team


Adam Goldberg, CFP®, CPWA®

Wealth Advisor


  • Bachelor of Science in Finance, Lehigh University


Adam is a Wealth Advisor at Sax Wealth Advisors. Daily, he oversees our clients’ wealth management needs, including retirement, education planning, and trust & estate planning services.

Adam obtained his CERTIFIED FINANCIAL PLANNER certification in 2014 and CPWA® designation in 2018. Adam attended Lehigh University, receiving a Bachelor of Science in Finance. He continued his education at New York University, obtaining his Masters in Sports Business Management.

Adam is an avid runner and has run multiple NYC marathons supporting The Memorial Sloane Kettering Foundation. He lives on Long Island with his wife, Blake, and their three daughters, Avery, Bella, & Payton.

Awards & Honors