A complete list of active advisors currently associated with Mac Adams Wealth Advisors, LLC

Warmer can help you find a great advisor at Mac Adams Wealth Advisors, LLC or one who fits your needs even better.

Mac Adams Wealth Advisors, LLC (MWA) provides personalized financial planning, portfolio investment management, and asset protection services to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm manages about $49.7 million in client assets and engages clients through both consulting engagements and ongoing discretionary asset management programs. MWA’s process begins with an initial interview and the development of a written financial plan that guides individualized portfolio construction and periodic reviews; the firm states it operates under fiduciary standards and seeks to minimize taxes and costs. Investment strategies are tailored to client objectives and may include long-term and short-term purchases, trading, options, ETFs, alternative investments and fixed-income approaches, supported by fundamental, technical and sector analysis. Distinctive features include sponsorship of both a non-wrap and a wrap Asset Management Program (AMP II), with the wrap program aggregating management and transaction costs under a single fee — a structure that is relatively uncommon among independent advisers. The firm also provides retirement-plan consulting and serves pension/profit-sharing and other institutional clients, and its representatives hold life and health insurance licenses and may sell commission-based annuities that are managed outside of advisory accounts.

To learn more about the advisors currently working at Mac Adams Wealth Advisors, LLC, 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.