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Financial Advisor for Managing Directors

You’re the Client now.

How We Help

Schedule a Consultation

You can find the full meeting process below, but our first interaction is a free 30 minute meeting so I can learn your needs and answer any questions. It’s a no-pressure meeting, so don’t worry about a boring sales pitch.

SCHEDULE AN APPOINTMENT

As an Accenture alumnus, I understand the value of having the right people with the right expertise to drive projects forward. It’s why I specialize in working with Managing Directors.

Adventure Wealth Advisors has the unique knowledge to navigate complicated compensation structures, maximize offerings, and to execute efficient tax planning and investing – all of which save you a great deal of time and allow you the flexibility to focus on the adventure in life.

Adventure

Noun. /adˈven(t)SHər

1a: an undertaking usually involving danger and unknown risks

b: the encountering of risks

2a: an exciting or remarkable experience

Adventure Wealth heavily favors the second definition, and we work diligently to mitigate financial risk to ensure your life’s adventure is remarkable.

We help you invest your energy in what matters most whether it be family, philanthropy, education, financial independence, or a creative outlet that fuels your unique passions. Without a doubt, our clients drive change, make an impact, and seek rewarding and exciting experiences.

Delivering Value

As I learned in my early days at Accenture, there is enormous value in specialization. Financial planning is no different. I provide clients with unparalleled and efficient management of Accenture’s distinctive compensation.

I strive to know more about Managing Director compensation than any other financial planner, which means you’ll never have to teach me about your compensation as you would other planners, in fact, I have the knowledge to help my clients discover benefits they may be missing.

Beyond my specialization, I partner with some of the best in business to include tax preparation and estate planning in my services — this ensures these vital components are not afterthoughts handled independently, as so often is the case, but rather optimized as part of a broad financial picture.

You’ve spent your career delivering for clients; you’re the client now.

*Please note: Adventure Wealth is not affiliated with or endorsed by Accenture in any way. I am an independent registered investment advisor and operate Adventure Wealth to serve Managing Directors from across the United States.

CEO

Dan Meyers, Adventure Wealth Advisors

CEO