About SevenWealth

Life comes first—and faith gives life its truest meaning.

SevenWealth was created with a simple but uncommon conviction: money is never the starting point. When life is clear and faith is central, wealth finds its proper place.

At SevenWealth, we take a Christian approach to life and wealth because we believe money is most powerful when it is aligned with who God has created us to be and how He is calling us to live. Wealth, when properly understood, is not the goal—it is a tool meant to support a life of purpose, freedom, generosity, and impact.

This belief shapes everything we do.

Why I Do This Work

I am committed to making a difference in the lives of others.

Not just through spreadsheets, investment performance, or projections—but through meaningful conversations that help people live with greater clarity, confidence, and peace. I genuinely enjoy this work because it allows me to help others grow into the people God has called them to be.

My hope is that The SevenWealth Framework brings clarity to life’s most important areas, helping clients make wise decisions and live intentionally. More than that, I hope it encourages a deeper, more authentic relationship with Christ—one guided by the Holy Spirit rather than driven by fear, pressure, or the world’s definition of success.

I don’t see myself as the source of wisdom.
I simply strive to be a conduit—someone God can work through to help others discern, decide, and live wisely.

Why We Start with Life Planning

Most financial firms begin with numbers—assets, income, risk, and projections. While those matter, they don’t answer the deeper question of what the money is for.

At SevenWealth, we believe clarity about life must come before clarity about finances. When values, faith, relationships, and purpose are clear, financial decisions become simpler, more confident, and more aligned.

The SevenWealth Framework provides that foundation—so the financial plan that follows isn’t just technically sound, but personally meaningful and spiritually grounded.

Adam Robinson, CFP®, AIF®

Founder, Financial Advisor

Adam Robinson, founder and CEO of SevenWealth LLC, is an independent advisor. With over 25 years of experience, he specializes in financial planning, investment, and retirement consulting for physicians, entrepreneurs, non-profits, and corporate professionals.

Adam holds a BBA in finance, a CERTIFIED FINANCIAL PLANNER® certification, and the Accredited Investment Fiduciary® designation. He is a multi-year Five Star Wealth Manager* and has been featured in Texas Monthly, 5280, and Forbes magazines. Before founding SevenWealth in 2005, he gained extensive experience at American Express Financial Advisors, Ernst & Young LLP, and PricewaterhouseCoopers LLP.

Adam is dedicated to philanthropy, having established the Stephanie Robinson Foundation for leukemia and lymphoma patients. He has completed four marathons for charitable causes. Adam is married to Sara, an Oncologist, and they have four children: Lili, Henry, Ben, and Sam. In 2014, he relocated SevenWealth to Niwot, Boulder County. Outside of work, Adam enjoys various outdoor activities and is a loyal Dallas Cowboys fan. He and Sara are active members of Rocky Mountain Christian Church.

_{*2013-2015, 2019-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented 10/01/2023 based on data gathered within 12 months preceding the issue date. 2,580 Denver-area wealth managers were considered, 247 (12 percent of candidates) were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experiences may vary.}

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