Adam Broughton, CFP® – President, CEO
Adam has been working with families and advising them on their wealth management for the past 10 years. His first professional role after graduating with a degree in business administration from Azusa Pacific University was as a business analyst with a market research firm in Calabasas, CA. This provided the opportunity to see the inner workings of multiple businesses across different industries and become familiar with the many challenges the owners of those businesses face.
In 2007, he decided to change course to pursue a career directly serving the families who had worked so diligently to build wealth for themselves and future generations in their businesses. He spent time in a large national financial services organization as well as a small, independent firm where he continued gaining experience working with the complex estate, tax, investment and other wealth management issues experienced by business owners and their families. He also built on the direct experiences with his client base by completing the CERTIFIED FINANCIAL PLANNER™ Professional educational coursework. He obtained the designation in 2012 and is an active member of the CFP® Professional community today in Austin.
Upon forming Planning Better Lives in 2015, Adam transitioned his family and his practice headquarters to Austin, Texas. He continues to serve clients in California, Texas and several other states. He specializes in helping those who are looking to sell or transition their family business to the next generation or to an outside buyer while creating a secure retirement for their own family. His book The Founder’s Guide to Business Succession (available from Amazon.com by clicking here) was published in July 2015 and he is a sought after speaker for business owner organizations around Central Texas and Southern California.
Adam and his wife, Amy, live in Bee Cave with their three children where they attend Life Austin church and enjoy exploring all that their home state has to offer. Adam is also an avid water skier, snow skier and guitarist.