A complete list of active advisors currently associated with Adair Financial Private Client Group

Warmer can help you find a great advisor at Adair Financial Private Client Group or one who fits your needs even better.

The firm provides financial planning, ongoing investment management, and sub‑advisory services to individuals (including high‑net‑worth clients), 401(k) plans, and businesses. Financial planning engagements are offered on hourly or fixed‑fee bases and are coupled with coaching sessions, while investment management is available on both discretionary and non‑discretionary terms. Its investment process centers on asset‑allocation models that rely largely on mutual funds and ETFs and favors passive management with periodic rebalancing; the firm also employs fundamental, technical, and cyclical analysis as appropriate. The firm routinely uses third‑party sub‑advisers and separately managed account programs (including AssetMark, Absolute Capital, Dunham, and Lear) and may delegate discretionary authority to those sub‑advisers. Distinctive features disclosed in the brochure include that the firm’s managing officer is also a registered representative with a broker‑dealer (LPL Financial) and is licensed to sell life and health insurance, arrangements that can result in commission‑based compensation. The firm also discloses prior FINRA arbitration matters involving its managing officer and notes referral/compensation arrangements with other advisers, which are potential conflicts discussed in its disclosures.

To learn more about the advisors currently working at Adair Financial Private Client Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.