Adam Burch, CFP®

Client Wealth Strategist

PASSION: Serving others by being a dependable, knowledgeable, and supportive resource through life’s stages.

ROLE: Partnering with clients to help them achieve financial success and experience the fullness of life.


EDUCATION: Bachelor of Business Administration with an emphasis in Finance from the University of Houston, a master’s degree in Agribusiness from Texas A&M University, and the CERTIFIED FINANCIAL PLANNER™ designation.

HOBBIES: Going on adventures and staying active with my wife and daughters, reading, running, fishing, trying to perfect my barbeque, and learning new crafts and skills.

As your trusted advisor, Adam partners with you to turn aspirations into reality. By gaining a profound understanding of your complete financial picture, Adam develops a personalized financial roadmap in collaboration with you. This roadmap acts as a blueprint, guiding us toward accomplishing your goals while seeking out avenues for growth, tax optimization, and risk mitigation. Throughout this entire process, Adam’s goal is to help you be successful in the pursuit of a truly remarkable life.

Adam has over a decade of experience serving clients as a Financial Planner, Lead Advisor, and Director of Financial Planning. Prior to that, he spent several years with a Fortune 500 company providing valuable financial insight for high-profile corporate initiatives. With a genuine passion for the dynamic field of financial planning, Adam thrives on crafting innovative strategies that align with each client’s objectives while connecting deeply with them on a personal level.

CFP and CRPC Disclosure