Adam Dean

Hello there 👋🏼 I’m Adam a dedicated family man that is deeply involved in my community. I’m bilingual in English and Spanish and I enjoy connecting with my clients on a personal level, aiming to be seen as a friend rather than just a financial advisor. 

I focus on a behavioral wealth management approach to investing, crafting customized strategies that align with my clients' objectives, requirements, character, and principles. By emphasizing individualized solutions, we mitigate emotional influences that can lead to poor decisions to help them reach their goals.

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Sergeant Bluff, IA

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How Adam works with clients
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“I tailor my clients strategies to their specific needs, making our journey together a fun process as we build our relationship.”

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How can I help?

Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.

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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY

We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.

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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Get to know Adam

Adam Dean is a dedicated family man and an accomplished professional with a deep commitment to his community. Married for 16 years, Adam is the proud father of two daughters. Since 2015, he has called Iowa home, where he has become an integral part of the local community.

Adam's academic journey includes a Bachelor's degree in Business Administration from Liberty University and an MBA in Healthcare Management from Western Governors University. His bilingual proficiency in English and Spanish has further enhanced his professional and personal interactions.

An active member of his church, Adam’s community involvement extends to several leadership roles. He serves as a board member for the American Red Cross and the Sioux City Library, contributing his expertise and passion to these vital organizations. Additionally, Adam is a Green Coat Ambassador for the Siouxland Chamber of Commerce, where he was honored as the Ambassador of the Year for 2023-24 in recognition of his outstanding service and dedication.

Beyond his nonprofit and civic engagements, Adam is also a co-owner of an NPSL soccer club, reflecting his enthusiasm for sports and community building. His multifaceted roles and accomplishments underscore his commitment to making a positive impact in all areas of his life.

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How did you become a financial advisor?

I began my career at Chase Bank as a banker in 2010 while pursuing my education. In 2015, I ventured into hospital administration but after two years, I realized I found managing money easier than managing people. This realization led me to transition to become a Financial Advisor at Morgan Stanley. Seeking growth and industry knowledge, I joined Baird in 2020. Nearly four years later, I recognized the importance of providing quality service to my clients. In pursuit of a forward-thinking wealth management approach, I made the strategic move to Savvy.

What types of clients do you work with?

I work closely with a diverse range of clients, including individuals seeking personal growth, families looking to strengthen their financial goals, dedicated soccer players aiming to enhance their financial futures, and ambitious business owners striving for success.

Is there a unique approach you take?

I prefer to take a behavioral wealth management approach to investing for clients. By delving deep into a client's goals, needs, and understanding their personality and values, I aim to tailor strategies that align perfectly with their unique situation. This personalized approach not only targets favorable results but also takes the emotions that can cause poor decision-making off the table.

Is there a typical area of expertise that you have?

I focus on personal financial management/planning, retirement planning, business succession, risk and tax management, along with estate and trust planning.

What types of strategies do you usually help clients with?
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My clients' strategies are tailored to their specific needs, making our journey together a fun process as we build our relationship. When I work with clients who have never worked with an advisor before, it is important for me to address their wealth goals and how we can work together to help them achieve them. When I work with clients that have worked with an advisor or are currently working with an advisor I want to identify and address any concerns they may have with their current advisor and/or financial situation, whether it’s to focus on a better risk/tax management or timing of retire and the transition to a different life stage.

I work with clients who need financial planning, estate planning/review, risk management or insurance, income strategies, behavioral coaching, and specialized planning (business sales, philanthropy). While these may seem like many different options, in reality, they cross over in many ways to the ultimate goal of achieving financial stability, self-reliance, and preparedness for life's uncertainties.

Working with Savvy

Working with Savvy will give me the flexibility, technology, and support needed to provide for clients not only today but for many years to come.

What's your favorite part about working with clients as a financial advisor?

I love getting to know them on a personal level where they would almost consider me a friend not just the financial guy. Watching them grow and succeed knowing that I can help is a reward in itself.

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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. Advisory services are offered through Savvy Advisors. Some Savvy’s financial professionals may be licensed to offer insurance products through unaffiliated insurance agencies. Savvy does not offer or sell insurance products.