A complete list of active advisors currently associated with Adk Wealthcare Partners

Warmer can help you find a great advisor at Adk Wealthcare Partners or one who fits your needs even better.

ADK Wealthcare Partners serves individual and high‑net‑worth households and manages roughly $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning (fixed‑fee and hourly engagements), and ad hoc consulting to both households and small businesses, and documents client objectives with an Investment Policy Statement and a lifestyle questionnaire. The firm’s investment process blends fundamental, quantitative, and modern‑portfolio theory analysis to construct tailored allocations and model portfolios, with ongoing monitoring and annual reviews. It typically operates with discretionary trading authority and employs long‑term investing alongside options strategies (including covered calls, purchased puts, and spreading/uncovered option techniques) in addition to mutual funds, ETFs, fixed income, REITs and other securities. What is noteworthy about the firm is that it requires clients to use a specific custodian (Charles Schwab Advisor Services) and discloses that advisory personnel are licensed insurance agents who may receive commissions for insurance sales, a potential conflict of interest the firm documents in client files. The practice also provides business consulting to non‑investment clients and uses options strategies and soft‑dollar research arrangements that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at Adk Wealthcare Partners, 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.