Adam Miller
CERTIFIED FINANCIAL PLANNERâ„¢ Professional & Chartered Advisor in Philanthropy
What is your role at ElderAdo Financial?
I've been a Financial Planner with ElderAdo Financial since 2007.
What do you enjoy most about helping clients?
I enjoy helping families align their financial decisions with their values, purpose, and priorities. Building long-term relationships and walking alongside people through life's transitions is one of the most rewarding parts of my work.
What do you enjoy outside of work?
My four kids and I love exploring rivers, mountains, and oceans (and finding great food along the way).
What is a value that guides your work?
Stewardship is at the heart of how I approach financial planning. I believe financial resources are a tool for something bigger than ourselves. It's rewarding to help people not only meet their own goals and needs, but also invest in the people, causes, and communities that matter most to them. Generosity has a unique way of changing us from the inside out.
What is something you are especially passionate about?
I'm passionate about helping people live with purpose. Early in life, I often felt like work, family, community, and personal interests were competing priorities. Over time, I've come to see them less as separate parts of life and more as pieces of one meaningful story. That sense of integration has brought a great deal of joy and shaped how I think about both life and financial planning. It's also been a privilege to learn from clients, serve alongside people in my community, and share those experiences with other financial planners who are passionate about helping people thrive.
What is something people may be surprised to learn about you?
My family recently bought a 1978 Volkswagen Westfalia camper bus. We've been squeezing in as many crazy road trips as possible and trying to curate the perfect VW playlist. Any songs we should add?