Adam Bosma, CFP<sup>&reg;</sup> - Financial Advisor

Adam Bosma, CFP®

Ventus Wealth Management LLC

PO Box 6003
Annapolis, MD 21401-0003
CONNECT WITH Adam
  • facebook link
  • linkedin link

General

Adam Bosma is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Ventus Wealth Management LLC in Annapolis, MD and the surrounding communities.

Financial Advisor Overview

Tax-Smart Financial Planning and Investment Management Is Our Specialty. Based in Annapolis, Maryland, we leverage technology to serve families nationwide. Ventus Wealth Management is proudly veteran-owned, with specific expertise in working with military veterans. No commissions. No BS. Always in Your Best Interest.

More

Financial Advisor Experience

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ??A transparent fee and incentive structure ?? A flexible, client-focused service model ?? Modern technology solutions ?? Virtual meeting capabilities ?? Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Government & Military, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances

More

Helpful Financial Planning Resources