Matthew Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding a Series 63 license and 27 years of industry experience. He has been with ACM Money Methods, doing business as Money Methods, since 1996 and serves as Vice President of the general partner. In addition to his advisory role, he is licensed in life and health insurance and dedicates part of his time to that area. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm focuses on planning and manager selection without discretionary portfolio management, drawing on fundamental analysis, modern portfolio theory, and long-term purchase strategies.

Charlotte Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Money Methods since 1985 and serves as CEO and president of ACM Money Methods Ltd. Outside of her advisory work, Adams is a volunteer board member of the High Plains Children's Home Endowment Foundation. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm emphasizes planning and manager selection without discretionary portfolio management, using fundamental analysis and modern portfolio theory in its advice.