Forefront Asset Management was founded in 2015 by Adam Messer with the goal of helping people manage their finances more effectively. By starting his own firm, Adam was able to focus on his clients’ needs without the pressure to sell proprietary products. His dedication to putting clients first quickly earned him a strong reputation, and the business grew steadily.
In 2023, Adam’s son Luke joined the firm to assist existing clients and help expand the business. Together, they aim to continue providing straightforward, client-focused financial services while building on the foundation Adam established.
Our goal is to equip our clients with the guidance that they need to reach their maximum potential. The financial, geopolitical, and even geological environments in our world are always changing. Navigating these landscapes requires a thoughtful eye to look for danger while also looking for opportunities. All of these things could have a possible impact upon your finances one day. A war could mean higher taxes on US citizens, a recession could mean that the value of your current stock positions could lose half their value. Our goal is to explain to our clients what is currently happening to better equip them to make more productive financial decisions. While no investment advisor has a crystal ball, a thoughtful investment adviser can create a plan that accounts for this world’s uncertainties.