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Work with Purpose. Retire with Confidence.

Don't wait another day—seize the opportunity to shape your financial picture for today and tomorrow.

Financial Advice for Mid- to Late-Career Professionals

If you have 15+ years of applied work experience, you're probably a mid- to late-career professional.

Adara Wealth Plan

Work with your Adara Wealth team to refine your lifestyle plan and make sure you are prepared to be on track for the future.

Adara Wealth Management services include:

  • goals-based investing
  • retirement income planning
  • business financing
  • estate & legacy planning
  • obligation needs

<strong>Our Mission</strong>

The Mission

Adara Wealth Management helps career professionals —working and retired—to design lifestyles and legacies they are proud of.

New Clients Accepted by Referral Only

As a referral-only business, we value the quality of our client relationships over the quantity. If you feel we may be a good fit for you, please reach out to your valued connections within our network to secure your referral.

Personal Wealth Management

Are you looking for long-term asset growth, income generation, or capital preservation? Our team will work with you to carefully curate an investment strategy that aligns with your risk tolerance and financial objectives and empower you with the knowledge and tools necessary to make informed decisions that can impact your wealth potential. 

Business Financial Planning

We work closely with you to assess your current financial situation, analyze your goals and objectives, and develop a strategic plan that aligns with your vision for success. From cash flow management and budgeting to investment strategies and risk assessment, we cover all aspects of business finance to ensure that you have a solid foundation for growth.

Retirement & Exit Planning

Transitioning from a successful career to retirement or from a thriving business to a new chapter can be overwhelming at best. With the right planning, you can enjoy the golden years of your life without worrying about financial constraints.  As a qualified partner, we will help embark on your retirement journey or smoothly transition out of your business with confidence.

Institutional  Asset Management

Our team of highly skilled and knowledgeable financial professionals is committed to providing comprehensive assistance and guidance to your institution, non-profit organization, foundation, or endowment. With a deep understanding of the intricacies of the financial world, we are here to navigate and simplify the complexities that you may face.

What Our Clients are Saying

"I am overall very pleased with Adara Wealth Management. I have been a client of Adam and George for over 30 years and have always appreciated their expertise and advice. Since the advent of Adara, I have enjoyed the new culture of a more nimble, supportive, and customer-driven environment. Look forward to many more years together."

- Jared, Retired Sales

These statements are testimonials by the clients of the financial professional as of 08/21/2023. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.

<strong>Our Mission</strong>

Get to Know Us

With extensive knowledge and decades of experience in the financial services industry, our financial professionals are well-equipped to handle all of your financial needs and help you pursue your goals.