Who We Are
Elderado Financial was founded to help individuals and families achieve their goals and financial security by providing practical advice with openness and specialized financial expertise. Our directive has always been to consistently offer qualified and ethical financial advice combined with care and concern for what's best for our clients. We are an independent firm providing full customer care and a team approach so that our clients have easy access to our services. Our advisors focus on taking care of our client's needs along with our service staff so that whenever you call or email, someone is available to help you. Our clients expect us to help them solve their ever-changing needs so we strive to change with the times to stay current. With over 58 years of combined experience, our firm is not only financially competent, but empathetic to the real issues of financial planning and preparing for retirement in our current climate. We serve clients both in our state of Colorado and most of the United States.
Adam Miller - CERTIFIED FINANCIAL PLANNER™ professional & Chartered Advisor in Philanthropy.
Adam Miller is the President of Elderado Financial. As a trusted fiduciary and fee-only financial planner he works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about.
Adam is a past president of Rotary and continues to serve as a member of the Montrose Rotary Club. He also serves on the committee for Young Life, the board of the Montrose Community Foundation and is a member of the International Association of Advisors in Philanthropy.
Adam is often asked to MC or speak at events for non-profit organizations. He has written many articles on financial planning, stewardship and philanthropy and is passionate about helping individuals and families to make a difference by realizing their full capacity.
Jim Elder - CHIEF FINANCIAL ADVISOR
Jim Elder is the Vice President and founder of Elderado Financial. His primary role is to formulate investment policy for the firm’s clients, assist clients with financial planning to achieve their goals, and monitor client’s progress. Mr. Elder advises on estate planning, asset protection, and strategies for managing a family’s wealth.
Elder authored the financial book titled “WealthCare”, a 285 page hardcover book providing practical information and solutions for today’s complex financial field. He was editor of a periodic publication titled “Dollars and Sense” and founded the “ Financial Health Fair”, a 501(c)3 Colorado Non-Profit Organization to educate the Denver, Colorado community on financial principles. Along with his wife Janet, Jim hosted the financial portion of the television program “Living for Tomorrow” on the Daystar Network, 1995 - 1998. Mr. Elder conducts numerous financial seminars and is active member of Rotary International.
Lisa Isaacson - Financial Planner, Certified Public Accountant
Lisa Isaacson is a Financial Planner and Investment Advisor. Lisa combines her Certified Public Accountant experience with financial planning to help individuals and businesses gain a broad view of their financial situation to coordinate their financial plan with tax strategies that work to fulfill their goals. Lisa has 26 years of accounting experience, having worked equally in public and industry accounting. She is a candidate for the CFP® certification.
Lisa is an active community member and has served in several volunteer capacities. She is the secretary for the charitable service group, the Montrose Women's Club and serves on the Planned Giving Council. Lisa volunteers for ShareFest and is the secretary and treasurer for the Montrose Summer Music Series.
Lisa, her husband and son moved from Wisconsin 13 years ago, choosing Montrose, Colorado for a lifestyle change and access to outdoor activities including hiking and camping as well as searching out the local live music scene.
Janet Elder – Chief Investment Officer
Janet Elder is the Treasurer of Elderado Financial and specializes in managing and monitoring investment portfolios. She is responsible for the research and recommendation of investment vehicles such as securities and mutual funds. Ms. Elder constructs portfolios that match the client’s needs and risk tolerance.
Janet is a graduate of Phillips University where she earned a Bachelors of Science. Mrs. Elder has been active in community services having served on the Board for the Montrose Chamber of Commerce, the Montrose Economic Development Corporation and as a member of Altrusa.
Gina Grundemann - Office Manager
Gina Grundemann is in charge of administrative organization, customer care, CRM management, and marketing. She is the welcoming face and voice when clients contact the firm and is responsible for keeping the flow of tasks running smoothly and assisting in day to day client transactions. Gina schedules consultations, assists clients with a variety of financial management requests, updates electronic media and develops marketing materials.
She has completed a Masters in Business Administration through Columbia Southern University. Ms. Grundemann has attended several retirement plan workshops and completed courses in employment law. Gina is an active member and volunteer for the Montrose Botanic Society and the Blue Pig Gallery in Palisade. She enjoys creating landscape paintings, gardening and hiking.
Please Email the Advisors at ElderAdo Financial any questions you have and how we can help you with your financial planning and investment management.