Adam Oliver

Adam is passionate about helping clients clarify their “why” and crafting a financial plan that aligns them with their purpose. He spent nearly a decade as a commercial banker, supporting business owners with acquisition and capital financing. After returning from a three-year sabbatical, Adam became a financial advisor to combine his finance background and desire to help others live a full life. He serves on the boards of the Colorado Financial Planning Association (FPA), Young Israel of Denver, and The Jewish Experience. As a lifelong endurance sports athlete, Adam was a college swimmer (holding three school records), a Boston Marathon qualifier, and most recently, a swimrun enthusiast. He loves exploring small-town coffee shops and hiking National Parks with his wife, Sophie, and daughter, Rina.