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Welcome to Adams Wealth Advisors: Your Financial Journey Starts Here

Welcome to Adams Wealth Advisors!  We are thrilled to have the opportunity to introduce ourselves and share how our team of experts can help you navigate your financial journey with confidence. 

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About Us: 

Founded in 2012, Adams Wealth Advisors is a Registered Investment Advisor (RIA) firm which offers financial planning and investment management services.  Committed to a client-first philosophy, we have taken a revolutionary approach to financial planning by eliminating the one-on-one method often seen in the industry.  We instead deploy a team-based model which draws upon the knowledge and experience of multiple financial professionals to curate and customize a comprehensive plan tailored to your individual needs. 

Our Mission:  

At Adams Wealth Advisors, our mission is simple: to provide our clients with the best possible outcomes for their individual circumstances.  We accomplish this by providing comprehensive financial planning and investment management services, looking at all aspects of your financial plan to determine the best strategies to achieve your financial objectives. Our commitment to transparency and a fiduciary standard sets us apart, aligning our actions and decisions with your best interests. 

Our Services: 

When you become a client at Adams Wealth Advisors, you gain access to a team of professionals who analyze every aspect of your financial plan.  By having professionals with diverse backgrounds and specialties, we are able to provide a variety of services to our clients.  These include advanced tax planning, investment management, charitable planning, retirement planning, risk analysis, business ownership counsel, and estate planning.  By offering such a wide range of services, we can effectively accomplish our mission to achieve the best possible outcomes for our clients. 

What Sets Us Apart: 
  • Team Expertise

    Our team is composed of seven CERTIFIED FINANCIAL PLANNER™ Professionals (CFP®), five CFA Charterholders, and three Certified Public Accountants (CPA) licensed in the state of Utah. This diversity of knowledge and experience allows us to offer unparalleled insights and strategies. 

  • Client-First Philosophy

    As a Registered Investment Advisor, we uphold the fiduciary standard, ensuring transparency in every aspect. You have full access to view transactions, asset allocation, and fees, as we report to the U.S. Securities and Exchange Commission, upholding the highest standards across all our operations.

  • Recent Recognition

    Adams Wealth Advisors has been recognized by esteemed organizations as a standout RIA firm, including Investment News, USA Today, CityWire, Best of Northern Utah, and The Herald Journal.*  While we are proud of these accomplishments, our focus still remains on delivering exceptional outcomes for each client.

Whether you’re planning for retirement, needing help with managing investments, owning your own business, or addressing specific financial goals, our comprehensive services are designed to guide you every step of the way.  By choosing Adams Wealth Advisors, you gain a team of professionals dedicated to your financial success. 

To learn more about how Adams Wealth Advisors can help you along your financial journey, schedule a meeting with Alex today by clicking the button below, calling (435) 752-1702, or emailing alex@adams-wealth.com.

 
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