Brian was born, raised and currently resides in Mt. Lebanon, PA, a Pittsburgh suburb. As one of seven children, born of depression-era parents, he grew up with the deeply held values of hard work and money management. Budgeting money in a family of nine was an early lesson in finance. Proudly though, each one of his siblings graduated college because of the determination of his parents to help them succeed. His father was an engineer who eventually started his own company. His mother founded a home health care agency that Brian operated for 20 years. Brian earned his Bachelor’s degree in Business Administration from LaRoche College. He then continued his studies at Duquesne University to earn his Master’s degree. Watching families spend their life savings on quality care inspired him to help people preserve their hard-earned wealth.
Brian’s groundbreaking vision of protecting and preserving personal wealth paved the way to establishing Adair Financial Group in 2004. It is a comprehensive, solutions-driven firm, well known for high standards and business ethics. His client’s needs are addressed in a collaborative fashion by using the client’s advisory team of financial, legal and tax experts, often representing multiple generations of families.
After his father was the victim of medical malpractice, Brian was introduced to the world of settlement planning for plaintiffs. He was shocked by the lack of creativity and options provided to plaintiffs to protect their settlements, their tax liability, their benefits, and their future. He then created AFG Settlement Planning based on the idea that Adair Financial Group's intellectual property is not reserved for just the ultra-wealthy client. He genuinely cares about the well-being of his clients and can proudly say he personally knows them and their families. “It’s rewarding to know that the services AFG Settlement Planning provides truly makes a difference to the families and generations to come.”
In 2012, the National Senior Market recognized Brian as a “Finalist for Advisor of the Year”. This accolade was quite an honor considering Adair Financial Group was less than ten years old and only five advisors were recognized. In addition, Brian was recently inducted into the “Top of the Table - Million Dollar Round Table” organization. This elite industry group recognizes top financial services professionals. His designation as the “Top of the Table” is only awarded to the top 1% of the top 1% of financial professionals – internationally.
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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.