Adam Basler serves as a Wealth Management Advisor in partnership with Ted McNulty and Sarah Speicher. His responsibilities include providing comprehensive financial advice and creating plans tailored to each client by identifying their short-term and long-term financial goals. Adam enjoys creating a roadmap for clients to help them reach these goals. His passion is working with high-net-worth individuals and small business owners, providing them a holistic approach to retirement planning, personal and business tax planning, asset management, estate planning, and insurance.

To Adam, being a Visionary means someone who can inspire and motivate others with a compelling vision while also being practical enough to chart a path toward making that vision a reality. It’s about balancing innovation with strategy and being courageous enough to pursue big ideas even in the face of uncertainty.

Adam is a Certified Financial Planner (CFP®). He attended Missouri State University and currently lives in Ballwin with his wife, Sydney, and dog, Luca. In his free time, Adam likes to play golf, spend time at his family farm hunting and fishing, and support local sports clubs, especially SLU basketball, St. Louis Cardinals, Kansas City Chiefs, and St. Louis City Soccer. He actively supports Easterseals Midwest as a member of the Advisory Board and Finance
committee.