Meet Adam

Adam Tolliver, CFP^®, ChFC^®

Advisor Partner

Adam Tolliver approaches each engagement with a strong commitment to helping clients not only achieve financial security for themselves and their families, but manage their financial resources in a way that honors their vision, values, and the way they want to show up in the world. 

When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones. At the core of Adam's passion is an intense love for the city of Atlanta and the community he grew up in. Adam believes that working in this space, taking responsibility for educating, empowering, and facilitating smart financial decisions, creates a powerful transformation that can start with one family and ripple out to a neighborhood, community, and beyond.

He believes financial wellness, education, and vibrant, sustainable growing businesses are the cornerstone of a thriving local economy. Adam was born and raised in Southwest Atlanta, and the only torch he carries that burns as bright as his love for his hometown is that of his beloved Florida State Seminoles.