← Return to full team page

Meet Adam Obrecht, CFP®

To make an appointment with Adam, call 515-224-7849 or email him today!

Adam Obrecht, CFP® is the founder of AO Wealth Advisory.  Adam has the Certified Financial Planner™ designation, Certified Kingdom Advisor® designation, and Master of Business Administration degree with Personal Financial Planning emphasis. Adam believes financial planning is about more than numbers. It’s about understanding how your finances affect the choices you make today and the opportunities available in the future.

Adam’s interest in finances started at an early age. His first recollection of making a stock suggestion was to his dad in 1987, when he was just 11 years old. Growing up, Adam was fortunate to have parents and grandparents who talked openly about finances. His dad spent more than 40 years with the Extension Service, while both of his grandparents came from farm families. Seeing the consistency of his dad’s career alongside the highs and lows experienced by his grandparents helped shape Adam’s interest in how financial decisions can affect a family’s life.

Adam graduated from Iowa State University with a degree in Agricultural Business and originally planned to build a career in banking. After moving to Central Iowa, he found an opportunity with a financial firm helping clients invest, which ultimately led him down the path of financial planning. Before starting AO Wealth Advisory, Adam was Manager of Investment Management Services at LWBJ Financial in West Des Moines and previously spent more than five years as Vice President at Broker Dealer Financial Services Corp.

Today, Adam enjoys seeing the results of the work clients put into their finances. He especially loves seeing clients light up when they discover new ideas, overcome challenges, or realize what is possible after strengthening their finances. Sometimes that means helping a couple move in the same financial direction, while other times it means finding creative solutions to problems that don’t have a perfect answer. Adam’s natural instinct is to solve problems, and financial planning gives him plenty of opportunities to do just that.

Adam’s professional and community involvement has included the Financial Planning Association of Iowa, Urbandale Chamber of Commerce, and Kingdom Advisors. He previously served seven years on the Urbandale School Board and four years on the Urbandale City Council. He currently serves on the Iowa Aviation Promotion Group Board of Directors and as treasurer for the Lutheran Church of Hope Church Council.

Adam was named to the Des Moines Business Record’s Forty under 40 Class of 2008 and completed Leadership Iowathrough the Association of Business and Industry in 2009/2010. He has also spoken to area organizations and businesses on financial planning topics and previously taught investments and banking courses at AIB College of Business and Financial Peace University through the Urbandale community and Lutheran Church of Hope.

Outside of work, Adam enjoys spending time with his wife and two sons, cheering on the Cyclones, biking, hiking, and exploring national parks. One of his favorite family trips was to Rocky Mountain National Park, where they hiked about 45 miles over six days.

Adam also has a passion for aviation that began with a discovery flight he received after a summer banking internship in 1997. That experience eventually led him to earn his pilot’s license. After taking a break from flying while his kids were young, Adam returned to aviation in 2018 and now enjoys sharing the experience with his family. He also uses his plane for animal transports for dog rescue organizations and a local zoo, medical transportation, and giving kids the opportunity to experience general aviation.

Adam was an Eagle Scout and spent nine years in 4-H growing up. He has traveled to Australia twice and enjoys board and card games with his family. You’ll also find him enjoying activities at Lutheran Church of Hope and making his regular Wednesday stop at a West Des Moines coffee shop.

Let’s Find Your Path Forward

Adam brings years of experience, thoughtful planning, and a personal approach to helping clients navigate their financial lives. Ready to start the conversation? Connect with him below.