ADK Wealth Advisory Group
Our mission is to help affluent advocates design and implement a customized plan focused on achieving life dreams and financial goals. We will do this by providing world class advice, education, and service with a truly personal relationship.
Is ADK for Me?
ADK Wealth Advisory Group combines truly independendent, full-service financial management with comprehensive financial planning. We strive to help all of our clients actively pursue their life dreams and financial goals.
We want to truly understand you and your needs. We believe that for you to make a quality decision, you need to understand us. We sincerly hope that you find the right financial advisor for you. Here are some important reasons we feel that we have an competitive advantage over our competitors.
Comprehensive Planning
We help our clients develop holistic plans covering retirement planning, investment placement, tax planning, insurance coverage, education planning, and estate planning.
True Objectivity
We offer no proprietary products. As such, we take on the role of planners as opposed to sales staff.
Alignment of Motives
LPL Financial's SAM platform is set up to provide an advisory fee compensation based on a percentage of the assets under management. Both the advisor and the client want the investments to perform.
Attention to Detail
Our analytic approach incorporates crucial factors that may be overlooked at other firms. For example, what role will rising medical costs have on your retirement?
Real Diversification
Our investment analysis allows us to review our client holdings proactively, following trends and looking for drift. We deliver diversification proactively and in all areas.
Asset Allocation, Not Gamesmanship
Asset allocation is the basis of our financial management. Our clients have no reason to worry about the next big tip coming through.