Adam Tolliver

Hi, I’m Adam Tolliver, CFP®, ChFC®, WMCP®, Partner at Artisan Financial Strategies, and the architect behind LiveWealthOS, a comprehensive planning system that’s designed to help you live and lead with purpose, not just accumulate more.

I began my career in financial services a decade ago, and over that time, I’ve worked with individuals ranging from early-stage professionals to multi-entity entrepreneurs. But what I’ve found, again and again, is that even high-performing, high-income clients can feel fragmented, fatigued, and uncertain when their financial world lacks coordination. That’s why I built something different. Artisan is a different kind of financial firm. We don't just manage portfolios or deliver advice in silos. We build integrated, behaviorally intelligent systems that align every dollar with your deeper goals. At the heart of our process is LiveWealthOS, a proprietary framework that transforms financial planning into a repeatable, collaborative, and purpose-driven experience. We don’t just map out your goals—we help you clarify a vision for the future we can work towards with confidence, supported by your values and focused on genuine fulfillment. Our process helps clients: * Protect income and mitigate risks while wealth is being built (we call this protecting your “golden goose”) * Allocate capital by timeline, not just type, so you always know which dollars are meant for short-term needs versus long-term vision * Build liquidity layers and optionality for market turbulence or opportunities * Leverage wisely and deploy capital with intention, not reactively * Reduce your lifetime tax bill, not just this year’s return * Translate wealth into meaning and mission through legacy and stewardship planning Whether you’re a business owner navigating growth and exit, an executive managing equity comp and multi-layered tax concerns, or a family steward preparing to transfer values as well as assets—we’ve designed the infrastructure to serve you. But just as importantly, we’ve built the experience to respect your time, simplify complexity, and make confident decisions easier. My clients describe our work as the intersection of precision and peace of mind. They appreciate the clarity, the rhythm, and the feeling of momentum, without the overwhelm. If you're looking for a trusted guide who can quarterback your advisory team, architect a comprehensive plan, and ensure every decision reflects your highest priorities, I’d be honored to connect. Let’s build something lasting together.