Adri J. Bleier

Vice President

Adri J. Bleier serves as Vice President of The Monteverde Group, LLC, where he complements the firm’s Wealth Management services and advises both individual and corporate clients on strategies for Wealth Transfer, Estate Planning, and Retirement Planning.

Adri brings extensive experience in the insurance and financial services industry, with a particular focus on corporate benefits. He works closely with business owners, executives, and HR leaders to design and implement retirement plan solutions such as 401(k)s and defined benefit pensions. His expertise lies in plan benchmarking, fiduciary oversight, investment lineup design, and participant education, helping employers improve retirement outcomes for their teams while managing risk and ensuring compliance with ERISA and Department of Labor standards.

Beyond corporate retirement solutions, Adri develops customized insurance and risk management strategies for a wide range of businesses, organizations, and individuals. He is directly responsible for the analysis, design, marketing, and servicing of these strategies for the firm’s high-net-worth personal and commercial clients.

Before joining The Monteverde Group, Adri founded and operated two independent financial services companies. He is the managing member of Bleier Insurance Group, which focuses on fiduciary suitability insurance for ERISA pension plans, and he previously served as president of Bleier Capital, a private wealth management firm.

In addition to his advisory work, Adri is a dedicated educator. He has hosted several financial talk shows on ESPN and other major radio platforms, simplifying complex financial topics for a broader audience.