Adam S. Peplinski, CFP®
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Adam S. Peplinski, CFP®, is the Co-Founder and President of BelleRive Capital and the Founder and President of PlanX Technologies. A former Vice President at Fidelity Investments, Adam grew his advisory practice from roughly $150 million to more than $1 billion in client assets before leaving to build a firm designed around how ultra-high-net-worth families actually operate: coordinated planning, tax strategy, private market investments for qualified investors, and hands-on deal structuring and execution under one roof. He believes an advisor's job is to understand how technology, from AI to blockchain, is reshaping markets and to help families plan thoughtfully for that future. Frustrated by planning software built decades ago, he founded PlanX, an AI-driven, real-time, tax-aware platform that shows families how each decision affects their long-term picture. He holds the CFP® certification along with Series 7 and Series 66 licenses and life, health, and annuity licenses.
Adam grew up on a cherry farm in northern Michigan and studied chemistry at Hope College, where he played varsity golf. He began his career with Teach For America, teaching high school biology in Chicago and then fourth and fifth grade in Detroit, where teaching math sparked his move into finance. That instinct to teach still defines how he works with clients. He splits his time between Traverse City, Michigan, and Palm Beach, Florida, and can usually be found on a golf course when he is not in the office.
IN THIS EPISODE YOU’LL LEARN:
- How AI and blockchain are changing the way wealth is created, moved, and planned for.
- How ultra-high-net-worth families approach private market investments, who qualifies, and how to evaluate them with discipline.
- Why a financial plan that is not tax-aware and updated in real time becomes outdated quickly.
- Why your CPA, attorney, and advisor must work from one coordinated plan before a liquidity event.
- How a former teacher grew an advisory practice from $150 million to over $1 billion in client assets.
- Why Adam left a $1 billion practice to build BelleRive Capital and PlanX Technologies.
- How PlanX uses AI-driven, real-time, tax-aware planning to replace outdated legacy software for families.
- Why understanding AI and blockchain matters for families planning how wealth is built and protected.
- How the thread from cherry farm to Detroit classroom shaped an advisor who teaches clients how money works.
- Why successful families need one coordinated plan that shows every decision's tax and long-term impact.
about the show
Legacy Makers is an entrepreneur TV series and business documentary experience built around powerful founder stories, leadership lessons, personal branding, and the strategies behind lasting success.
Each episode takes viewers inside the minds of influential entrepreneurs, industry leaders, pro athletes, executives, and business titans to uncover the moments, decisions, challenges, and breakthroughs that shaped their journey.
Through cinematic storytelling and in-depth conversation, Legacy Makers highlights the real experiences behind success, from building a brand and overcoming obstacles to developing expertise, creating impact, and leaving a legacy that reaches beyond business.
