Adam Peters, CFP®, AIF®

Adam Peters, CFP®, AIF®

Founding Partner

Adam is a second-generation financial advisor who focuses his practice on helping individuals, families, and business owners navigate through their financial lives. Adam earned his CERTIFIED FINANCIAL PLANNER professional certification from Ohio State University.

Adam’s clients enjoy his straightforward, prudent approach to investment management and insurance planning. He makes a point of educating his clients during the process, so they can better understand their own financial position.

Adam earned his bachelor’s degree in economics and business from the Virginia Military Institute. While at VMI, he was a four-year starter and co-team captain of the football team. He currently serves on several nonprofit boards: Boys & Girls Club of Southwest Virginia, Junior Achievement, and The Endowment Board for Raleigh Court Presbyterian Church. Adam is an avid college sports fan and enjoys playing in several recreational sports leagues around Roanoke. He and his wife, Heidi, enjoy traveling and spending as much time with friends and family as possible.

To reach out to Adam directly, he can be contacted at (540) 266-9258 or at

To schedule an appointment, please reach out to Alison at (540) 767-4824 or