A complete list of active advisors currently associated with Adams Wealth Advisors

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

Adams Wealth Advisors provides discretionary wealth management and financial planning to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, other investment advisers, and pooled investment vehicles. The firm’s service set includes portfolio management, comprehensive financial and estate planning, sub‑advisory relationships, and business succession planning. The firm’s investment process combines quantitative, fundamental and economic analysis to populate a range of model strategies—Income & Growth, Balanced, Protected Growth, Aggressive Growth, Dividend Equity, Opportunistic Equity, and a Cash Management Strategy that uses option box spreads. Portfolios are actively rebalanced and may include equities, fixed income, ETFs, structured notes, alternative investments and private placements, with clients able to impose investment restrictions. AWM differs from many multi‑team peers in that it is CFTC‑registered as a Commodity Pool Operator and operates multiple private funds (several AIM funds where AWM or an affiliate serves as manager or managing member), and it accepts performance‑based compensation for qualified investors. The firm also acts as a sub‑advisor to other advisers and offers a formal, fee‑based business succession planning service, creating side‑by‑side management and affiliated‑fund relationships that the firm discloses and addresses under its fiduciary and compliance policies.

To learn more about the advisors currently working at Adams Wealth Advisors, 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.