AJM Financial is dedicated to helping you create a comprehensive financial plan in all stages of life.
Adam J. Moeller was born and raised in Denver. He is married to his wife, Jennifer, who is a prominent estate attorney. They have two kids together, Jackson and Jordon. His father was a Lutheran minister and his mother was a teacher in the Cherry Creek School District for 35 years. Adam played basketball at Ft. Lewis College in Durango. His collegiate career continued in Fort Collins. Moeller graduated with a finance degree from Metropolitan State College in Denver. After college, his basketball talents allowed him to play professionally and get paid to participate in his passion for basketball.
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, and income planning.
Adam prides himself by educating his clients – this is a key difference that separates him from other advisors. He has been a licensed fiduciary for 15 years and has qualified for the prestigious Million Dollar Round Table award every year.
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
- Educating his clients throughout the process
- Reduction of taxes
- Only providing strategies and ideas that complement your current plan
- Working at a pace that you are comfortable with
- Treating you like family
He is dedicated to establishing long-term relationships with all of his clients based on trust, credibility and confidence. Adam offers free consultations for all clients interested in retirement planning objectives. To get started, contact the office today at 720.974.4800.
Jennifer Moeller is a devoted estate attorney. She attended law school at Chicago-Kent College of Law, where she participated on the moot court team. Before law school, she dedicated much of her time to springboard and platform diving, and was fortunate enough to dive for the University of Hawaii at Manoa. Though she used to be somewhat of an adrenaline junkie, Jennifer is much more risk-averse these days.
Jennifer was a trial lawyer and was an associate at the Denver law firm of Springer & Steinberg, P.C. from 2009 to 2015. During her time there, she was able to try a variety of cases in the areas of domestic relations, legal malpractice, contract disputes, civil rights, excessive force, wrongful termination, fraudulent transfers, and collections. She is particularly well-versed in domestic relations matters including divorce, legal separation, child-related matters (parenting time, child support, and the allocation of decision-making authority), and grandparent and non-biological “parents” rights.
While litigation was just as exciting as she had hoped, Jennifer sought to help people in a different way – specifically in a way that reduces the chances that their beneficiaries will end up in court by drafting a thorough estate plan.
Jennifer opened her own law firm, Moeller Law, LLC, which specializes in estate planning. This means forming a thoughtful plan to specify whom your assets will be given to and under what circumstances while considering the big picture issues including whether long-term care insurance, life insurance, and disability insurance is appropriate, whether there are liquidity issues, estate tax issues, or asset protection desires.
After starting her own firm, she gathered a group of colleagues who specialize in different areas of the law. They work together on many cases so that they can draw on each other’s experience and provide clients with a high level of legal advice/work product at a fraction of the cost.