Adam J. Moeller is President of Denver-based AJM Financial LLC, which focuses on retirement planning for seniors.

Born and raised in Denver, Adam played basketball at Fort Lewis College in Durango. His collegiate career continued at Colorado State University in Fort Collins. Moeller graduated with a finance degree from Metropolitan State College in Denver.

His professional background and no-pressure approach have allowed Adam the opportunity to work with hundreds of clients in the areas of Investing, Tax Planning, Estate Planning and Long-Term Care.

How Adam educates his clients is one of the key differences that separates him from other advisors. He has taken all the Certified Financial Planner courses and recently qualified for the MDRT or “Million Dollar Round Table.” This is an elite group of the top 6% of producers in the United States.

Adam prides himself on keeping current on laws, rules, regulations as well as companies and products in the financial services industry.

His real passion is developing strategies to help his clients achieve their financial goals and, most importantly, achieve total financial peace of mind. He has worked successfully with clients for many years by focusing on preservation of wealth strategies.

    Adam is committed to achieving these key objectives for his clients:

  • Maximum yield with minimum risk
  • Safety of assets
  • Protection of life savings from catastrophic illness and nursing home expenses
  • Reduction of taxes

He is dedicated to establishing long-term relationships with his clients based on trust, credibility and confidence. Adam honors all calls for a no-fee discussion of estate and retirement planning needs and objectives.

Contact us for your complimentary financial consultation.