Adam Peters
Financial Advisor
Designations: CFP®, ChFC®
Adam Peters is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC®) with nearly 25 years of financial services experience. He has worked with a wide range of clients while they navigate their working years, the transition into retirement, and for a long, successful, and rewarding time throughout retirement. A native of the Denver area, and the father of a high school daughter, the avid bicyclist and skier holds a Bachelor of Science degree from Colorado State University in Fort Collins, Colorado.
Education and Certifications
Who I work with
What guides my approach
Adam Peters is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC®) with nearly 25 years of financial services experience. He has worked with a wide range of clients while they navigate their working years, the transition into retirement, and for a long, successful, and rewarding time throughout retirement. A native of the Denver area, and the father of a high school daughter, the avid bicyclist and skier holds a Bachelor of Science degree from Colorado State University in Fort Collins, Colorado.
“What I have seen from clients throughout my career is that money can do a lot of good...but it can also be one of the main stressors people have. What we do very well is help people with these money-worries through broad based planning and investment management as a Fiduciary. This gives them confidence in their financial future, so they can focus on the truly important things in life.”
- Adam Peters, Allworth Financial Advisor
More About Adam:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9