A complete list of active advisors currently associated with Adaptation Financial Advisors Inc.
Warmer can help you find a great advisor at Adaptation Financial Advisors Inc. or one who fits your needs even better.
Adaptation Financial Advisors Inc. provides discretionary and non‑discretionary portfolio and wealth management, financial planning, retirement plan consulting, and related services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, and employer‑sponsored plans; as of December 31, 2025 it reported approximately $233.6 million in discretionary assets under management and serves roughly 690 clients through a three‑advisor team. The firm manages individual portfolios (including allocations within variable annuities and 529 plans) and acts as an investment manager and sponsor of a wrap‑fee program. The firm begins engagements with a holistic review of each client’s financial situation to design tailored investment plans and provides ongoing monitoring, rebalancing, and periodic account reviews. Implementation may include direct portfolio management, use of third‑party sub‑advisors, and program‑based solutions available through the WealthPort platform (including CAAP and UMA options), with advisory agreements specifying discretionary or non‑discretionary authority. Relative to many supported peers, Adaptation Financial’s sponsorship of a wrap‑fee program and participation in CIRA’s WealthPort programs are uncommon features that shape how execution, custody, and model strategies are delivered. The firm also offers investment‑focused seminars and workshops and discloses affiliations with an insurance agency and dual registrations with a broker‑dealer and an affiliated investment adviser—arrangements identified in the brochure as potential conflicts of interest that the firm manages through disclosure and policies.
To learn more about the advisors currently working at Adaptation Financial Advisors Inc., 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 |
|---|---|---|
Westerville, OH
| 8
| |
Oklahoma City, OK
| 3
| |
Oklahoma City, OK
| 3
|
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