Adair enjoys assisting clients with goal and budget planning, portfolio management and extended care planning. The great reward is seeing that the best laid plans aren’t derailed. After nearly 20 years advising for some of the largest firms in the industry, Adair has learned that helping clients on a more personal level is what’s most important. As a truly independent fiduciary advisor success is reflected in client satisfaction.
Along with his financial advising skills, Adair draws on skills learned from a career in information technology at Autotrader.com and Cisco Systems. Prior to earning a Bachelor’s degree from Virginia Wesleyan University, he served in the US Army in a MLRS Rocket battalion, both stateside and in Europe, as well as the Gulf War, garnering several meritorious awards.
Adair enjoys developing and implementing strategies for his hard-working, motivated clients. In conjunction with technological planning tools, Adair follows a disciplined planning process, assessing the financial situation, understanding volatility tolerance, forming asset allocations, planning for future care, inheritance or estate issues, and monitoring the plan regularly. Adair has also implemented several retirement plans for businesses and non-profits.
Adair is supported by resources from several large research firms, active and passive money managers as well as insurance specialists, legal and trust specialists and a supportive team structure. Adair is a Registered Representative of LPL Financial and an Investment Advisor Representative of LPL Financial.
Adair is born and raised on The Eastern Shore of Virginia and grew up in the town of Parksley. Adair currently resides in Onancock. Bayside to Seaside and Bow to Stern, he is glad he moved back home after 20 years being out in the wide world. Adair enjoys boating and spending time with his wife Jennifer and cheering on his children in all facets of their life!