Adam Basler, CFP®

Adam Basler, as a Trust & Family Office Advisor Associate, uses his extensive financial knowledge to facilitate client success. His comprehensive financial planning approach covers accounting, tax planning, estate planning, risk management, and investments.

As a Trust & Family Office Advisor, Adam works closely with high-net-worth clients seeking expert guidance beyond typical investment management and cash flow advice. His clientele often includes individuals requiring strategic planning to preserve wealth for future generations. In addition, Adam specializes in serving small business owners and business owners looking to navigate the complexities of selling their businesses.

Going beyond traditional advice, Adam is dedicated to detecting potential issues and devising unique solutions, including the implementation of complex tax planning strategies to minimize income taxes through portfolio strategies and creative business planning ideas.

Adam values building client relationships, tailoring financial plans to the distinctive needs of each family. Diligently researching legislative changes, he strives to guide clients on potential impacts to their business, portfolio, or estate plans. His aim is to enlighten clients about potential risks, providing a service unparalleled in their past experiences.

Adam holds a Bachelor of Science in Finance from Missouri State University and is a Certified Financial Planner™ professional. Outside of work, he serves as member of the Finance Committee and as a Board Member on the Advisory Board for Easterseals Midwest.