A complete list of active advisors currently associated with Adk Wealth Advisory Group

Warmer can help you find a great advisor at Adk Wealth Advisory Group or one who fits your needs even better.

ADK Wealth Advisory Group provides fee-based investment advisory and financial planning primarily to individuals, including high‑net‑worth clients, and offers retirement-plan advisory services to plan sponsors under both 3(21) and 3(38) fiduciary arrangements. Its service menu includes ongoing discretionary and non‑discretionary portfolio management through LPL Financial‑supported programs, model- and manager-based portfolios, and hourly or fixed‑fee planning engagements. The firm tailors portfolios to each client’s objectives and maintains ongoing account supervision, using a mix of fundamental and technical analysis, regular rebalancing, and allocations that commonly include mutual funds, ETFs/ETPs, equities, REITs and fixed income. For international exposures ADK describes a dynamic currency hedging approach and routinely selects third‑party managers and model portfolios available on the LPL platform. Noteworthy differences from many team firms include ADK’s role as sponsor and portfolio manager for its own wrap‑fee programs, an arrangement that is uncommon among peers, and the fact that several representatives are licensed insurance agents and registered representatives, allowing implementation via commissionable insurance and brokerage products. The firm also provides back‑office services to other advisers and combines institutional retirement fiduciary services with its retail wealth management offerings, producing a broader operational footprint than typically seen in similarly sized teams.

To learn more about the advisors currently working at Adk Wealth Advisory Group, 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.