Adam joined Fiducient Advisors in 2004. As Partner and Director of Consulting for The Wealth Office, Adam is responsible for the oversight of the firm’s Wealth Office consultants and setting the strategic direction for the group’s consulting business. He also provides investment expertise to a number of high-net-worth families, private foundations and nonprofit clients. Adam co-leads our High Net Worth and Family Office Business Councils. Before this, he was a Senior Financial Planner with The Ayco Company L.P., a subsidiary of Goldman Sachs, Inc. Adam is a Certified Financial Planner (CFP) and member of the Financial Planning Association. He is also a CFA charterholder and member of the