By using advanced estate and financial planning techniques, our specialists afford our clients the opportunity to clearly define how assets are to be allocated, trust funds established, and charitable donations made. In addition, we evaluate long-term care and health needs. Adair Financial Group has consulted on 100+ elder law cases and continues to work with the top elder law and estate planning firms in the country.
By strategically consulting with elder law and estate attorneys we provide a proactive, holistic approach to ensure your plan is implemented along with:
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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.