A complete list of active advisors currently associated with Joel Adams and Associates Inc.

Warmer can help you find a great advisor at Joel Adams and Associates Inc. or one who fits your needs even better.

Joel Adams and Associates serves individuals, high‑net‑worth clients, families, trusts, small businesses, charitable organizations, and retirement plans, managing $305,575,796 in client assets across roughly 277 accounts with a three‑advisor team. The firm provides discretionary wealth management, financial planning, and retirement plan advisory services, including IPS design, vendor analysis, and 3(21)/3(38) investment plan services. The firm’s investment process is primarily long‑term oriented and combines fundamental and technical analysis to construct portfolios of individual equities, ETFs, and bonds, while also using independent managers or custodian‑sponsored platforms when appropriate. Adams and Associates monitors portfolios for rebalancing, tax or liquidity needs, and may include cash positions as hedges; it also operates through an institutional relationship with Raymond James for custody, trading, and technology support. A distinctive feature is that the firm sponsors a wrap fee program and expressly bundles securities transaction costs into its asset‑based wealth management fee (see Appendix 1), a practice that is uncommon among peers. The firm’s combination of relatively large AUM for a small advisory team, its retirement plan 3(38) offerings, reliance on an institutional custodian platform, and the fact that some advisory personnel are licensed insurance professionals (which can generate commission income) are noteworthy operational details and potential conflict‑of‑interest considerations described in the brochure.

To learn more about the advisors currently working at Joel Adams and Associates 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.