Joel Adams | Registered Investor Advisor Representative

we would love to meet.

we’ll grow with you.

We know that how you manage your assets shouldn’t be isolated from how you manage your life. The ideals you value, the dreams you pursue, the lessons you hope to pass on to your kids are all as important to a successful investment program as any spreadsheet, any chart, any data.

an inclusive process

Diving In

If we’re going to do the best possible job for you, we need to learn who you are. What excites and motivates you? What are your fears? Where do you want to go and who is on this journey with you? This deep discovery will allow us to focus our efforts on what is meaningful to you.

Striking a Balance

Almost all of our everyday activities involve striking a balance. Balancing flavor with calories, horsepower with mileage, career with family life. Everything, it seems, comes down to tempering one impulse with another. And wealth management is certainly no exception. Where is your own comfort point between return and risk?

Intimacy and Influence

We take a lot of care to make sure our clients feel comfortable and relaxed. Our office is homey, and our interactions conversational and jargon-free. But behind the quiet kitchen-table familiarity is the power of our access to Raymond James. From our tidy bungalow on Merrimon Avenue, you’ll be plugged into the resources and insights of a global leader.

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”

– Warren Buffet

in the news

Joel Adams and Associates, Inc. launches its own SEC-registered RIA

Joel Adams and Bray Creech

— May 2, 2022

We have some exciting news to share: On July 1, we’re making a transition from the independent contractor division of Raymond James to the registered investment adviser (RIA) and custody services division of Raymond James. Essentially, we’ve created ou …

Investment advice: All about 529 plans, just in time for National College Savings Day on May 29

Bray Creech, MBA, CPA, CFP®

— May 23, 2021

I’m at the age where many of my old college friends now have kids who are headed off to college themselves. If you can tell me where all the time has gone, I’d appreciate it.

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- Generational Transfers of Wealth
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- Retirement Plans for Businesses
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