With over 20 years experience,
we have helped more than a thousand families across the country.
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 is resolute in its commitment to include the multiple disciplines of finance, law and accounting. Adair Financial Group has earned a national reputation for high standards and business ethics.
Adair Financial Group provides a customized plan spanning wealth management, tax reduction strategies, 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: a comprehensive, solutions-driven firm will not only thrive in the marketplace, but will ultimately serve our clients better than any alternative process.
In 2012, the National Senior Market Advisor Magazine recognized Brian Adair, President of Adair Financial Group, as a “Finalist of the Year.” Only five advisors across the country were recognized for this award.
“Top of the Table – Million Dollar Round Table”
This elite industry organization recognizes top financial services professionals. The “Top of the Table” title, which Brian was designated, is only awarded to the top 1% of the top 1% of financial professionals internationally.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
2275 Swallow Hill Road, Pittsburgh, Pennsylvania 15220, United States
Monday - Friday: 9am - 5pm
Evening, Saturday - Sunday: By appointment
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Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.