Meet Adam

 

As Managing Partner and Senior Wealth Advisor at Collective Advisors, Adam has over 17 years of experience as an advisor. Adam helps businesses and individuals work toward their goals, as well as simplifying their financial life through the “Collective”, a way to truly create financial change.

Adam is a proud graduate of the University of Iowa – Go Hawks! He is a CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Investment Fiduciary (AIF®). Adam was the Co-Founder and CEO of Echelon Advisors, a benefits and insurance agency, from 2017-2020 and successfully sold the company to Acrisure in 2020. Previously, Adam founded, developed, and sold a Human Resources/Staffing business in 2005, successfully growing to over 1,200 employees.

Having moved to Austin in 2007, Adam and his family were captivated by the amazing people and culture in the city and have set out to give back to the community. Currently, Adam serves on the Board of Directors for two different local organizations, Candlelight Ranch as the Vice President of the board, and the Financial Planning Association of Austin as the President-Elect. Adam is also a member of the Texas Business Leadership Council, a non-partisan organization that works to make the state of Texas business environment better for all. Adam previously served as the Chair of the Austin Young Chamber of Commerce and is known as the first-ever member when the group began in 2009. Additionally, he has served as a board member of the Greater Austin Chamber of Commerce. As a Leadership Austin Emerge graduate, Adam has been spurred to volunteer for several non-profits and their fundraising events (Ace Academy, YMBL, Cru Austin). As a result of Adam’s community and entrepreneurial success, he won the Austin Under 40 Award* in 2015 in the Insurance and Financial Services category.

At home, Adam’s family inspires him to do his best work. Adam has been married for 19 years to his wife, Brooke. They have two children, Oliver, 14, and Scarlett, 12 and enjoy traveling all over the USA as they attempt to visit all 50 states before they graduate from college (Current count 40). They also have two pets, a Goldendoodle named Brisket and a Double Doodle named Fajita. In Adam’s limited free time, he enjoys attending concerts, collecting and listening to vinyl records, and fitness training.

 

How Adam Supports Our Clients

 

I’m a senior investor, retiree, or near-retiree. How does Adam support my goals?

  • Coordinates your financial wishes for your next generation
  • Helps you stay-in-place and have healthcare come to you where you are most comfortable
  • Looks for alternatives for consistent income
  • Coordinates with estate planning professionals
  • Helps you find dividend-paying stocks
  • Helps create consistent income for those at/near retirement

 

I’m working toward wealth accumulation, supporting my family, and/or making the most of new experiences and adventures. How will Adam support my objectives?

  • Coordinates funding college and making the best decisions for your children
  • Pre-retirement planning to help you feel ready
  • Carefully analyzes your financial plan
  • Behavioral financial analysis to anticipate problems/roadblocks
  • Alternative investment expertise for greater diversification**

 

I’m new to investing and looking to learn more while I create a plan. How does Adam support me?

  • Creates a comprehensive plan where you feel in control
  • Insurance protection design expertise
  • Analyzes equity offerings in job offers
  • Helps you start your savings journey
  • Creates goals to help you take action
  • Empowers you with a powerful online portal

 

*Austin Under 40 Financial Services & Insurance Award received by Adam Flagg in 2015. Award nominations are received for Austin community leaders under the age of 40. Nominees are subject to an application process in which applications and supporting documents are submitted by the applicant and judged by a panel of industry leaders and previous award winners. Applicants are judged and awarded based on their industry leadership, service, and impact to the Austin community. Receipt of the under 40 award by the adviser is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the adviser by any client.

**Some alternative investments involve a high degree of risk, and returns can be volatile. Investing in an alternative investment may only be suitable for persons who are able to assume the risk of losing a portion or all of their entire investment.

Our philanthropic interest are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.