Mitch Greene is a Senior Wealth Advisor and Partner at Adams Wealth Advisors, dedicated to helping clients navigate life’s most important financial decisions with clarity, confidence, and a long-term perspective. He focuses on building deep, lasting relationships—creating space for meaningful conversations that go beyond the technical elements of financial planning.
Rooted in Cache Valley, Mitch has a strong commitment to serving his community. He brings experience across retirement planning, investments, insurance, estate coordination, and tax-efficient strategies. While his analytical background drives strong outcomes, Mitch places equal emphasis on helping clients be intentional with their time, attention, and resources—balancing meaningful experiences today with long-term financial security.
Mitch is known for his patient, hands-on approach. He works closely with clients through each stage of life, helping them make decisions that feel clear, manageable, and aligned with their goals. His focus is on building trust that spans generations while remaining accessible and continuously refining his expertise.
Mitch holds a degree in International Business & Finance from the Jon M. Huntsman School of Business and a Master’s degree in Personal Financial Planning from the College for Financial Planning, with an emphasis in Behavioral Finance and Client Communication. He is a Certified Financial Planner™ (CFP®) and Accredited Behavioral Finance Professional™ (ABFP®).
He lives in Nibley, Utah with his wife and three daughters. Mitch speaks fluent Spanish and has spent time living abroad, including service as a missionary for The Church of Jesus Christ of Latter-day Saints.