In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook.
From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier clients to grow.
He ignored all of it.
Adam launched AO Wealth with a baby on the way and no backup plan. Fifteen years later, he leads a thriving firm serving 300+ households with remarkable efficiency.
This is a masterclass in purpose-driven leadership every advisor should hear.
Key Takeaways:
Adam Obrecht: “The numbers tell one story, but how you live out your life tells a whole different story.”
Rob Brown: “It wasn’t just a niche—it was a calling. And you built the kind of practice most advisors are afraid to even imagine.”
About Adam Obrecht: Adam is the owner of AO Wealth Advisory, a financial planning firm in Urbandale, Iowa. Adam's career started in agricultural and commercial lending, but quickly shifted to investments. Adam started AO Wealth Advisory in 2010 after time spent as a product specialist for a regional broker-dealer and five years in a CPA firm. Adam is married with two sons.
Connect with Adam Obrecht:
Website: http://aowealthadvisory.com/
Email: aobrecht@aowealthadvisory.com
LinkedIn: https://www.linkedin.com/in/adamobrecht/
Episode References:
Connect with Rob Brown:
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
