Adrian Elder

                            
CFP®️, AIF®️, PPC®️, FRC℠

                            
Managing Partner & Wealth Advisor

                                                                                        
(928) 329-1700

                            
                                                    

                                                    
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Meet Adrian


 


Adrian Elder is the Managing Partner & Wealth Advisor of Yuma Investment Group Wealth Management. He is a transplant from the great state of Michigan where he graduated from Central Michigan University with a Bachelor of the Science Degree in Business Administration in 2007. Before becoming a Wealth Advisor, he worked in the accounting field as a tax accountant giving him diverse insight into the taxation of investments which helped him achieve the CERTIFIED FINANCIAL PLANNER™ designation, a prestigious accomplishment in the financial industry. As well as being a CERTIFIED FINANCIAL PLANNER™ professional, Adrian is also an Accredited Investment Fiduciary and a Federal Retirement Consultant. Adrian specializes in helping high net worth clients, business owners and multigenerational families plan for retirement and beyond.


Adrian and his wife Jamie live in Yuma with their sons Tyler, Ryan, and their twin sons Alexander and Grayson. Jamie is a Professional Development Coach at Mesquite Elementary School. Adrian is a member of the Yuma Rotary Club, Caballeros de Yuma, the Elks, the Knights of Columbus, and Nex Gen Yuma Leadership Council, where he dedicates his time to giving back to his community. He also enjoys golfing, fishing, skiing, camping, sports….and just about any other outdoor activities.


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