Independent financial advisory
Your wealth speaks more than one language
I work with English-speaking individuals living in Germany and with companies whose finances are run in English or French. One point of contact for both systems, based in Frankfurt.
Adrien Feller, financial advisor. English, German, French.
§ 34d · 34f · 34c
GewO licenses, broker and investment advisor
MSc Finance
Passed Level II of the CFA® Program
Three languages
Advice in English, German and French
Zero exclusivity
No ties to any insurer or bank
Independent
Broker under § 34d para. 1 GewO, mandated by you, not by a company. This status is listed in a public register you can check before contacting me.
Qualified
MSc Finance and Economics, engineering degree, certified risk management expert. Passed Level II of the CFA® Program. Investing is a profession, not a sales pitch.
Trilingual
Advice in English, French or German, whichever you prefer, paperwork in German. You never sign a document you haven’t understood line by line.
What I do
Three balance sheets, one question
The household, the company, the practice. Three client types that never overlap, and yet ask me the same question: which part of this money is working, and which part is waiting for no reason.
Individuals
The household
Insurance and protection, health, retirement, investments, estate planning. Taking into account what you may have left behind in your home country.
Companies
The company
The cash that piles up in the Geschäftskonto of a German subsidiary, because no one was ever given the mandate to decide.
Zahnärzte · in German
The practice
Surplus liquidity in a dental practice: operating reserve, investment provision, and the rest. This activity is handled in German.
Verifiable
What you can check without taking my word for it
Status
§ 34d para. 1 GewO
Broker, mandated by the client. Distinct from the tied agent under paragraph 7, who represents their principal and its range.
Licenses
§ 34f and § 34c GewO
Investment advisory and private financing intermediation, in addition to insurance.
Qualification
MSc Finance and Economics
Engineering degree, certified risk management expert. Passed Level II of the CFA® Program.
Journal
What I write between appointments
Altersvorsorgedepot 2027: Full Guide (Grants, Fees, Payout)
Altersvorsorgedepot 2027: the complete guide to Germany’s private pension reform Germany’s private pension reform is now…
Invest All at Once or Gradually: What the Data Actually Says
Invest All at Once or Gradually: What the Data Actually Says The intuitive answer is usually…
When rents rise faster than salaries: do we really have to accept it?
Last week, I met up with an old university friend over coffee in Frankfurt. We had…
How it starts
One conversation, and nothing more
No file to prepare, no statements to gather, no proposal at the end. You explain your situation, I tell you if there’s something to look at.
1
You book
Thirty minutes, by video call or in Frankfurt. You choose the slot, no long form to fill in.
2
We look
What’s already in place, what’s missing, what costs money without earning its keep. In English, no untranslated German jargon.
3
You decide
Including deciding to do nothing. Sometimes a case doesn’t justify any action, and I say so at that point.
No cost, no obligation.