Adair Financial Private Client Group

Overview

Adair Financial Private Client Group operates as a boutique adviser and broker/insurance intermediary focused on individualized financial planning and portfolio management for individuals, families and small institutions. The firm favors equity-centered allocations, managing portfolios that tilt toward exchange-traded securities while also using mutual funds for core exposure. Its advisory mix includes fee-percentage AUM arrangements alongside hourly and fixed-fee engagements, and the practice supplements portfolio work with educational seminars and financial planning services. The firm is not positioned as an active ESG investor. Business activity includes serving as a registered representative of a broker-dealer and acting as an insurance broker, which frames some distribution and product access decisions. Advisory programs are primarily discretionary, allowing the team to implement equity and income strategies at scale across client accounts.

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Location & Offices