Adam Peters, CFP®

Adam Peters is Managing Director for the Madison market at Bluespring Wealth Midwest, where he leads the local advisory team and continues to serve his own clients as a Wealth Advisor. Adam starts every relationship with the why behind a family’s goals. Once he understands what a client is working toward and the life they want that wealth to support, the plan has direction and every decision along the way has a reference point.

Adam studied Personal Finance at the University of Wisconsin-Madison and has spent his entire career in the work. An internship at Goldstein Advisors grew into a career with the firm, and he rose to Director of Financial Planning, overseeing the planning process for every client relationship, from data gathering through projections and the what-if scenarios that let families test major decisions before living them. When Goldstein combined with its Minneapolis and Milwaukee partners to form Bluespring Wealth Midwest, Adam stepped into leadership of the Madison market.

Clients know Adam for depth in education and retirement planning, and for how he works: collaboratively, with the family’s other advisors, accountants, and attorneys at the table, so the pieces of a financial life fit together as one.

Adam holds a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison and a Master of Science in Financial Planning and Taxation from Golden Gate University, along with the CFP®, APMA®, and AIF® designations. He lives in the Madison area with his wife Kelly and their three children, Millie, Meredith, and Teddy. Outside the office you will find him woodworking, behind a camera, or cooking for the people he loves.