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

July 2019 Letter to Clients

Joel-and-Bray

— July 8, 2019

July 2019 “Oh when I look back now / That summer seemed to last forever / And if I had the choice / Yeah, I’d always wanna be there / Those were the best days of my life…” “Summer Of ’69,” single by Bryan Adams, from his 1984 album Reckless As we wri …

Family, Money and Values

Bray Creech, MBA, CPA, CFP®

— July 3, 2019

How to you talk with your children or grandchildren about money? How does your family’s relationship to money reflect your values? How can they learn to manifest those values through your assets? We invited attorney Zac Lamb with Ward & Smith, P.A. …

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- Comprehensive Wealth Management
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- Generational Transfers of Wealth
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- Estate Planning
- Retirement Plans for Businesses
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