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 manages roughly $51 million for about 126 clients and provides investment management, financial planning, and consulting services to individuals, high‑net‑worth clients and institutional entities such as pension plans, trusts, estates, charitable organizations, corporations and foundations. The firm accepts both discretionary and non‑discretionary accounts and discloses that it acts as a fiduciary when advising retirement plan and IRA assets. The firm builds customized portfolios using asset allocation with ETFs, mutual funds and, when appropriate, individual securities or limited allocations to REITs, and it applies periodic rebalancing within predetermined ranges. Adair Wealth also conducts written financial planning and consulting engagements, may select third‑party sub‑advisors after due diligence, and provides ongoing account monitoring and reporting. Noteworthy features that differentiate the firm from many peers include sponsorship of a wrap fee program (Adair Wealth Management Solutions) and an affiliation with a licensed real estate agent within the firm, a relationship the brochure identifies as creating a potential conflict of interest for Washington clients and addressed through disclosure. The brochure also highlights less common practices for a firm of this size, such as performing fair‑value pricing when custodial prices are unavailable and sharing fees with sub‑advisors selected to manage client strategies.

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.