Find Top Financial Advisors in Herriman, Utah

David is responsible for advising clients and managing their portfolios. Because he is so client-focused, he serves as the perfect bridge between the Wealth Management and Investments sides of the business, effectively communicating market updates to both clients and team members.

David joined the team in May 2022 after 25 years working at Charles Schwab. He started as a Senior Analyst in 1997 before becoming a Senior Portfolio Manager and heading up Schwabs Market Analysis division. He also chaired the Investment Committee for Schwab Managed Portfolios"  ETFs. In these roles, David was responsible for market and economic research, tactical asset allocation, ETF selection and investment risk management.

Prior to Schwab, David was in banking and traded commodity and financial futures on the Kansas City Board of Trade. In 1990, he graduated with a bachelors degree in Economics from the University of Kansas and earned a CFA Charter Holder designation in 2003.

David enjoys building enduring relationships with clients and helping them achieve their financial goals. He excels at making complex concepts easier to understand for clients that may not closely follow what is happening in the markets.

Outside of work, he and his wife enjoy spending time with their three children and two grandchildren as well as participating in outdoor activities like mountain biking and skiing.

Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals.

At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER^™ practitioners (CFPs^®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.

We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.

What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.

Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.

At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.

Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.

Forget what you knew about financial advisors. Our firm is truly different. We blend high-touch service with innovative technology to deliver a comprehensive, first-of-its-kind client experience.

For Business Owners: Value Enhancement: We help you value and increase the value of your business. Life Plan Calibration: We align your life plan with your business potential, providing a roadmap to achieve your goals. Your business might be your largest and most prosperous asset and shouldn't be ignored in your plan. Flexible Exit Strategies: We offer flexible planning for how you exit your business.

For Individuals: Asset Management: We assist in evaluating and managing your personal assets. Return on Life (ROL): Through in-depth planning and sophisticated analytical tools, we plan to increase your ROL. Comprehensive Solutions: We consider your financial and risk complexities, resolving them ourselves or leveraging our broad network of professionals.

For All: We help you experience tomorrow's vision today and create a roadmap to get there.

On a personal note, because life is about more than money and money should be used to enjoy life, I work to model this in my own life. My success has helped me focus on the things in life that matter most: family, friends, faith, and service. My greatest 'pay' is experiencing my clients enjoy what they value most. My wife Mary and I have enjoyed living in the Salt Lake Valley for nearly three decades. We have four children and two grandchildren, and stay busy participating in their activities and supporting their goals. I love to mountain bike, golf, ski, and fish.

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.