Advisor profile


My approach

Adam Feik - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Adam Feik - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Small Business
  • Family Finances
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments
  • Social Security Retirement Benefits

Education

  • Master of Business Administration (MBA), Boise State University, Boise, Idaho
  • Bachelor of Science, Management, Brigham Young University, Provo, Utah

Interests

  • Time with family
  • Youth & high school basketball, baseball, football
  • Supporting our troops
  • Staying informed about global economic and geopolitical events
  • Writing
  • Learning about (and from) remarkable people
  • Serving in church
  • Exploring the Northwest
  • Portland Trail Blazers
  • Oregon Ducks