Meet Adam
Adam is a Wealth Advisor based in the Mercer Advisors Denver-Greenwood Village office. He joined the firm in 2024 through the acquisition of Transitions Wealth Management where he was a Financial Advisor since 2021. He spent nearly a decade as a commercial banker, supporting business owners with acquisition and capital financing. Adam earned a B.S. degree in finance from University of Utah (Cum Laude). He is also a CERTIFIED FINANCIAL PLANNER® professional.
Adam’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Adam has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Advising physicians with insurance, debt, and investment strategies
His working style
Adam is known for his ‘big picture focus’ and for helping his clients gain clarity on the purpose of their wealth. He describes his approach to wealth management as ‘pleasantly persistent’ — focused on building momentum and accountability while partnering with his clients to achieve the outcomes most important to them. If you’re looking to raise the bar for what is possible for your financial future, Adam is a good fit for you.
Adam in real life
How do you give back?
I love to give back by acting as a mentor or coach. I lead a mentorship program in my local community, where I actively mentor young professionals and connect my community’s aspiring leaders with role models who may provide the guidance needed to grow. I also regularly serve as a guest speaker for several non-profit organizations and synagogues.
What keeps you busy outside of work?
Faith, family, and fitness! I’m very active in the Denver Jewish community, having served on the board of my synagogue and a local outreach organization called The Jewish Experience. I also participate in a program to learn a page a day of the Talmud (the ancient Jewish code of law), with the goal of finishing the entire series over a seven-and-a-half year period! My family is an incredible source of strength, with my wife Sophie, daughter Rina, and son Avi. And having been a college athlete, I’ve always been involved in endurance sports, including running marathons, cross-country skiing, and triathlons.
What’s one thing you are surprisingly good at?
Having trained and practiced for the past several years as a professional coach, I’m good at finding the core of an issue, and am able to ‘read between the lines’. It’s amazing how much information we share in our body language and energy. As a student of the ‘human condition’, I’m fascinated with how we communicate and how I can continue to refine my communication skills.
Adam’s snapshots
Meet Adam’s Teammates
Bruce R. Bendell
Sr. Wealth Advisor
What Adam Says
Bruce and I have partnered for many years to help our clients understand that the ‘tax plan’ needs to be integrated with the rest of the wealth plan.
Vivian Covert
Client Service Specialist
What Adam Says
Vivian keeps our team organized and helps us deliver on the highest quality service to clients!
Bryan Strike
Director, Financial Planning
What Adam Says
Bryan is the most knowledgeable financial planner I have ever met. Whenever a complex financial planning question arises, Bryan is ready with a solution or with a framework for guiding our clients.
Articles by Adam
Inheriting the Wealth of Baby Boomers: What It Means for Millennials
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How to Successfully Manage a Major Financial Windfall
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Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained
October 15, 2025