A complete list of active advisors currently associated with Adair Wealth Management

Warmer can help you find a great advisor at Adair Wealth Management or one who fits your needs even better.

Adair Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations and corporations. The firm prepares written financial plans and tailors portfolio allocations to clients’ goals, risk tolerance and broader financial circumstances. The firm’s investment process emphasizes asset allocation and periodic rebalancing, using ETFs, mutual funds and, when appropriate, individual securities to implement client strategies, and it serves as a fiduciary for retirement accounts. Adair Wealth also sponsors a wrap fee program (Adair Wealth Management Solutions) and generally operates with discretionary trading authority to execute its recommendations. A firm principal maintains a separate real estate brokerage practice and typically receives commissions for residential real estate transactions; the firm discloses this affiliated‑business relationship to clients to address the potential conflict of interest. Sponsoring a wrap fee program is relatively uncommon among similar firms, and the adviser notes it does not impose a formal account minimum while retaining discretion to decline smaller portfolios.

To learn more about the advisors currently working at Adair Wealth Management, 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.

Name	Location	Years of experience
Wendy Britton	Bellevue, WA	25
Richard Philipovich	Bellevue, WA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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