In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation. Adair Financial Group’s growth is unparalleled, providing a distinct contrast to current asset gathering financial planning firms. Brian’s collaborative planning approach with leading law and CPA firms stands firm in its commitment to include the multiple disciplines of finance, law and accounting. 100% of our clients come as a direct referral from law and CPA firms, we do not directly solicit clients. Adair Financial Group has earned a national reputation for high standards and business ethics.
Adair Financial Group provides a customized plan from wealth management and tax reduction strategies to asset protection and estate transition planning. Our approach analyzes the investment, insurance, legal and tax implications, resulting in a comprehensive perspective to managing finances for today and the future. All of Adair Financial Group’s client’s needs are addressed in a collaborative fashion. We have taken this approach with over a thousand families nationwide and continue to believe that working with our clients to incorporate a personalized, synergistic plan that involves their trusted attorney and tax professional, provides for the best overall results.
Brian faced numerous challenges in the early days of implementing his innovative vision. With steadfast determination, the Adair Financial Group worked to educate the referral sources on the tremendous benefits of conducting business this way. The result is the continued growth and realization of Brian’s dream, that a comprehensive, solutions-driven firm will not only thrive in the marketplace, but will ultimately serve our clients better than any alternative process.
