Adam Bosma (CFP®, MBA)

Planning Specialties

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. Along the way, I accumulated 2,000 flight hours and completed 335 successful aircraft carrier-arrested landings—milestones I’m deeply proud of. Yet, the most rewarding part of my service was leading, teaching, and learning from the remarkable men and women I served alongside. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others.