Greensboro, NC Office
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AdaptFirst Investments LLC
Team
Firm-wide stats for AdaptFirst Investments LLC
About
AdaptFirst Investments provides advisory services to individuals and businesses, offering ongoing portfolio management, financial planning, and project-based consulting. The firm also offers a broader set of business-oriented services — including outsourced CIO support to other advisors, CFO-level consulting, bookkeeping/accounting, tax preparation, and financial coaching programs.
AFI builds an Investor Profile for each client and manages accounts on both a discretionary and non-discretionary basis, pursuing a proactive, valuation-focused investment approach with medium-term targets and using both fundamental and technical analysis. The firm documents allocation and trading policies intended to treat clients equitably and performs periodic account reviews with regular reporting through custodians.
Notably, AdaptFirst uses subscription-style offerings (CIO/newsletter subscriptions and recurring coaching programs) and provides accounting and tax services in-house, services that are less common for firms in this category. The brochure also discloses that some representatives maintain outside registrations as insurance agents and as a registered representative of a broker‑dealer, and it records a February 2023 regulatory proceeding involving an associated person who rendered advice without registration that resulted in a cease-and-desist order and an administrative fine paid by the firm.
Based on AdaptFirst Investments LLC
Location
Greensboro NC
Advisors at this office
2
Advisors at this office
James B
CFP®, Series 63, Series 65
Greensboro, NC
AdaptFirst Investments LLC
James Byers is a CFP® with 19 years of industry experience, currently serving at AdaptFirst Investments LLC since 2019. His prior roles include positions at Innovation Partners LLC and Prudential Insurance Company of America. Outside of his advisory work, he is an adjunct professor at North Carolina A&T State University and serves as chairman of the finance committee for a religious nonprofit organization. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work, while also providing bookkeeping, tax preparation, and financial coaching. The firm uses a value-oriented, medium-term investment approach combining technical and fundamental analysis and offers both discretionary and non-discretionary management.
Leslie G
CFP®, Series 66
Greensboro, NC
AdaptFirst Investments LLC
Leslie Garner is a CFP® professional with 11 years of experience in the financial services industry. She has worked at AdaptFirst Investments LLC since 2019 and previously held roles at Innovation Partners LLC, Garner Wealth Strategies, and The Prudential Insurance Company of America. Outside of advisory work, she is an adjunct professor at NC A&T University and has experience as an independent health insurance agent and mortgage loan processor. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and consulting. The firm offers a proactive, valuation-focused investment approach with medium-term targets and combines fundamental and technical analysis while also delivering accounting, tax, and outsourced CIO services.
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