Adam Anschultz
Consultant and Implementation Specialist
- Nearly a decade across RIA growth & operations
- Helped a firm surpass $1B AUM
- Stanford Executive Development Program
Adam's passion lies at the intersection of people, technology, and strategy—helping founder-led firms align people, purpose, and performance for sustainable growth.
He began his career at Paystand, a Silicon Valley–based, venture-backed payments technology company now valued at over $1 billion. Adam worked directly under the founding team, leveraging a new wave of digital marketing technology to expand their client base.
He later joined a boutique RIA in Malibu, CA, where he quickly advanced through the organization, contributing across financial planning, marketing, business development, operations, and ultimately human capital management.
Over the course of eight years, Adam played a central role in shaping the firm's trajectory—driving initiatives in talent recruitment and development, improving operational systems, and fueling growth through focused marketing efforts. As Managing Director, Adam led a firm-wide transformation initiative that restructured the organization into high-performing advice teams, introduced a forward-thinking compensation model, streamlined the technology stack, and deployed niche marketing strategies that helped the firm surpass $1 billion in assets under management.
Adam holds a BA in Economics from Pepperdine University and recently completed the Executive Development Program at Stanford University.
Working with Eliza was a transformative experience for our firm. She guided us in developing a focused strategic plan that aligned with our long-term vision.
We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.
Eliza De Pardo was instrumental in the reshaping of our advisory firm from an ad hoc collaborative effort to a harmonious ensemble of technicians working together as planning teams to enhance the overall client experience.
Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner.
As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization.
I am most appreciative to have worked with Eliza. Her experience and knowledge are evident immediately as we worked through the discovery process. Her grace and patience allow for the intersection between the business goals and execution of those goals. The coaching on implementing the plan is as valuable as the plan itself.
We engaged with Eliza to assist our firm to reset our strategic agenda, having significantly broadened our ownership group. Eliza was masterful in guiding our group; from gathering the background information, to guiding us over the two-day program.
Eliza understands the wealth management industry - and our business - as well as anyone I’ve met. She helped us map a clear, strategic human capital and organizational development plan that positions our firm for a sustainable and successful future. Her insights and guidance have been invaluable.
Ready to Transform Your
Business?
Together, we will solve your most pressing business challenges. Let's get started with an initial consultation.