Adam Van Wert
CFP®
J.F. Williams Co., Inc.
Associate Financial Planner
Adam Van Wert
CFP®
J.F. Williams Co., Inc.
Associate Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Van Wert, CFP®
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Adam Van Wert is a Denver, CO fee-only financial planner. J.F. Williams Co., Inc. provides comprehensive financial planning, investment management, and income tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Van Wert is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Adam Van Wert joined J.F. Williams Co., Inc. in March 2019. His prior industry experience includes roles within the banking and wealth management industries, most recently with a Denver-based family office. He has technical knowledge across the various areas of financial planning and utilizes his skills in these areas to provide financial planning and portfolio management services, as well as research into improving these service offerings. His top priority is ensuring that our clients receive the highest quality advice and tools to achieve financial success.
Adam has a bachelor’s degree in business administration with a concentration in financial planning from Colorado State University, and he obtained his CERTIFIED FINANCIAL PLANNER™(CFP®) certification in 2021. He currently holds his Series 65 license. Adam is a member of the Colorado Chapter of the Financial Planning Association.
Outside the office, Adam enjoys playing music, cooking, reading and spending time with his wife and cats.
Adam Van Wert is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Since 1995, J. F. Williams Co., Inc. has focused on helping people manage their money to tend to their life. We build long-term client relationships that feel calm and comfortable, informed and relaxed. We connect your financial and personal affairs – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.
Integrated oversight for your patchwork of pursuits
Throughout your life well lived, you’ve accumulated your favorite people, places, interests and experiences. You’ve also accumulated investments, spending habits, insurance policies, estate planning documents. Then there are all those specialized names and numbers you must call for each concern.
What’s missing is advisory oversight: a seasoned expert to help you gather your parts into a seamless whole. At J.F. Williams Co., Inc., we dedicate ourselves to stitching together your financial affairs, smoothing out financial gaps and overlaps, and weaving your material wealth into the fabric of your personal pursuits. Our integrated services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Transition Planning
It begins with a plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Van Wert is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Van Wert is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Adam Van Wert
Office Locations:
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1120 Lincoln Street
Suite 1603
Denver, CO 80203
