Riley Adams
We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.
Daniel M Kavanaugh CPA Inc · Pleasanton, California
Riley Adams is a fee-only financial advisor at Daniel M Kavanaugh CPA Inc in Pleasanton, California, who holds the CPA credential. Riley charges a percentage of assets, a flat fee or retainer, a subscription and a one-time planning fee and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
About
We offer numerous financial services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals:
- Tax preparation, planning and advisory - Financial planning - Investment advisory - Insurance audit - Payroll - Accounting and bookkeeping - Bill pay - Fractional CFO advisory - R&D tax credit
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance/Risk Management
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
Facts
| Firm | Daniel M Kavanaugh CPA Inc |
|---|---|
| Based in | Pleasanton, California |
| Fee model | Percentage of assets · Flat fee or retainer · Subscription · One-time planning fee |
| Assets under management | $25M - $100M |
| Firm founded | 1983 |
| Firm size | 2 - 5 employees |
| Credentials | CPA |
| Investment approach | Blend of both |
| Website | dmkcpa.net |
| Profile |
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Questions about Riley
Is Riley Adams a fee-only financial advisor?
Yes. Riley Adams is listed in the public advisor directory (listed as fee-only).
How does Riley charge for financial advice?
Riley charges a percentage of assets, a flat fee or retainer, a subscription and a one-time planning fee.
Where is Riley Adams based?
Riley Adams is based in Pleasanton, California.
What does Riley specialize in?
Riley's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, crypto & digital assets and pension planning. Riley works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, founders and executives.
What credentials does Riley Adams hold?
Riley Adams holds the CPA credential.
How much does Daniel M Kavanaugh CPA Inc manage?
Daniel M Kavanaugh CPA Inc reports $25M - $100M in assets under management.
How do I contact Riley Adams?
Through Riley's website, dmkcpa.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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