CERTIFIED FINANCIAL PLANNER™ Professional & Chartered Advisor in Philanthropy
Adam Miller is a CERTIFIED FINANCIAL PLANNER™ Professional & Chartered Advisor at ElderAdo Financial. As a trusted fiduciary and fee-only financial planner, he works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about.
Adam is a past president of Rotary and continues to serve as a member of the Montrose Rotary Club. He also serves on the committee for Young Life, the board of the Montrose Community Foundation and is a member of the International Association of Advisors in Philanthropy.
Adam is often asked to MC or speak at events for non-profit organizations. He has written many articles on financial planning, stewardship and philanthropy and is passionate about helping individuals and families to make a difference by realizing their full capacity.