A complete list of active advisors currently associated with Adams-Hansen & Associates

Warmer can help you find a great advisor at Adams-Hansen & Associates or one who fits your needs even better.

Adams‑Hansen & Associates provides discretionary asset management and financial planning to roughly 75 clients, including high‑net‑worth and individual investors as well as union locals, qualified retirement plans, trusts, and business entities. Services include portfolio management, tailored financial plans, and ERISA retirement‑plan services, including acting as an investment manager for plan lineups. The firm applies Modern Portfolio Theory to a small number of risk‑based portfolio constructs and conducts periodic rebalancing (typically quarterly) across mutual funds, ETFs, individual bonds and CDs. Accounts are generally managed on a discretionary basis, and the firm also offers plan‑level oversight and participant education for retirement clients. Noteworthy differences from many peers include the firm’s affiliations with insurance and real estate activities—advisors retain insurance licenses and one advisor conducts commercial real‑estate sales, each devoting under ten percent of their time to those activities—and an affiliation with a real estate broker. The brochure also discloses past regulatory matters: an administrative enforcement action related to a contract dispute over insurance compensation disclosure and a prior self‑regulatory enforcement involving private securities transactions.

To learn more about the advisors currently working at Adams-Hansen & Associates, 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.