portrait of Adam Colombie
FINANCIAL ADVISOR
Accepting New Clients
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About Adam

I grew up in a small town in Vermont where everyone knew almost everyone, and finance was never a common topic of conversation. I always knew my parents worked hard for what they earned but that was the extent of my knowledge surrounding money. My parents instilled a strong work ethic in me from a young age and taught me that you learn a lot more by listening than by talking. I never knew how valuable these lessons would be in my life, ultimately guiding me to my career path now.

In 2019, my wife, Annie, became a financial advisor....

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Military Professionals & Veterans
  • Values and Faith Based Investing

Team Members

  • Mallory Horn
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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