Adrian Geiser, CFPĀ®, CTFA
Hi, Iām Adrian. Iāve recently joined Colorado Wealth Group as a Lead Wealth Advisor and have more than 20 years of experience helping high-net-worth individuals navigate the complexities of their financial success.Ā Ā
I strive to understand each clientās goals and circumstances so we can develop a planning framework that is organized, intentional and designed to support informed financial decision-making over time. My favorite part of working with clients is understanding their values and helping them feel confidence in their financial plan.Ā
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Denver, CO
My favorite part of working with clients is understanding their values and helping them feel confidence in their financial plan.
Our Team
At Colorado Wealth Group, our philosophy is simple: provide clear, fiduciary-based financial planning and investment guidance. We focus on understanding what matters most to each client and delivering thoughtful, disciplined advice to support informed financial decisions. Many of our clients come to us after managing their own investments and deciding to work with a fiduciary adviser for added perspective and clarity.
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How can I help?
Retirement Planning
Financial Planning & Analysis
āāInvestment Management
Get to know Adrian
With more than two decades of experience, Adrian has worked with business owners, corporate executives, retirees, and multigenerational families as they evaluate a wide range of financial decisions and planning considerations.
Adrianās approach emphasizes organization, clarity and collaboration. He works closely with clients to understand their objectives, review their financial picture, and develop an integrated planning framework that aligns with their goals, resources, and risk preferences. His planning work commonly includes retirement and cash-flow analysis, investment strategy, coordination of estate planning considerations with outside professionals, and ongoing review as needs and circumstances evolve.
He believes effective planning requires both quantitative analysis and thoughtful discussion around personal priorities. Adrian focuses on providing a structured process, clear communication, and a consistent advisory relationship over time.
Outside of his work with clients, Adrian values time with family, staying active in the community, and continued professional learning to support his advisory practice.
I developed an interest in financial planning during college after taking a personal finance course. That experience led to an internship at Northwestern, where I was first exposed to working in an advisory environment. Over time, I continued to build my career in financial planning and advisory services, working with a range of clients and planning needs.
My professional experience is centered on comprehensive financial planning, including:
Investment planning and portfolio strategy
Retirement income and cash-flow analysis
Estate planning coordination in partnership with attorneys
Review of financial risks and planning considerations across time horizons
I place emphasis on education and discussion, so clients understand the rationale behind potential strategies and recommendations.
I work with a diverse group of individuals and families, many of whom are navigating financial decisions related to career transitions, retirement timing, business ownership, or long-term planning objectives. Including business owners, corporate executives, pre-retirees and retirees, families evaluating legacy or estate considerations. The common theme among many of the clients I serve is a desire for organization, structure, and a coordinated planning process.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients with comprehensive financial planning, which often includes retirement planning and income distribution considerations, investment strategy aligned with risk tolerance and objectives, cash-flow and saving prioritization, scenario analysis to review potential outcomes under different assumptions. Rather than focusing on a single tactic, I work with clients to review how planning decisions may interact over time.
My approach emphasizes balance between analytical evaluation and practical considerations. While financial models and projections offer valuable insight, personal factors such as timing preferences, family circumstances, and lifestyle goals may also influence a decision. I work with clients to evaluate options through both lenses, with the goal of supporting thoughtful, well-informed choices.
I value the opportunity to build long-term advisory relationships and to serve as an ongoing resource as clients experience different financial and life events. It is meaningful to support clients through periods of transition, planning discussions, and decision-making over time.
Savvyās platform enables our team at Colorado Wealth Group to provide high-touch, fiduciary-focused service with the support of modern, integrated technology. The collaborative tools and real-time dashboards allow us to focus on strategy, insight, and personalized guidanceāso clients can see and understand their full financial picture in one place.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Colorado Wealth Group (āCWGā) is a financial services group offering investment advisory services through Savvy Advisors, Inc. (āSavvyā). Ā Savvy is an investment advisor registered with the Securities and Exchange Commission (āSECā). CWG is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFPĀ®, CERTIFIED FINANCIAL PLANNERā¢, and CFPĀ® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationās initial and ongoing certification requirements to use the certification marks.
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