A complete list of active advisors currently associated with Adventure Wealth Advisors

Warmer can help you find a great advisor at Adventure Wealth Advisors or one who fits your needs even better.

Adventure Wealth Advisors provides investment management and ongoing financial planning to individuals, families, trusts, and closely held businesses, delivering tailored plans and portfolio oversight that align with clients’ stated goals. The firm operates on a fee‑only basis and documents objectives and account guidelines in an investment policy statement to guide discretionary management. The firm’s investment approach is grounded in modern portfolio theory and implemented primarily with low‑cost index funds (including Vanguard and Dimensional funds), emphasizing broad diversification, tax efficiency, and low turnover. Portfolios are executed and administered through a third‑party turnkey asset management platform while the adviser retains discretion over model selection and portfolio adjustments. A noteworthy practice that distinguishes the firm from many peers is its regular offering of free educational seminars on budgeting, savings, and the importance of investing, separate from specific investment recommendations. The firm also structures financial planning as a generally one‑year ongoing engagement with plan monitoring and annual reviews, and discloses use of a turnkey operations platform while maintaining advisory control and an uncompensated community board role by its principal.

To learn more about the advisors currently working at Adventure Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Meyers	Ridgway, CO	6

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