Mac Adams Wealth Advisors, LLC

Overview

Mac Adams Wealth Advisors, LLC operates as an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses, with capacity to serve institutional accounts. The firm blends fee-based asset management (percentage of AUM) with hourly planning engagements and maintains an insurance brokerage capability, which it uses to place annuities and other insurance products alongside managed portfolios. Equity exposure is the dominant allocation approach, and the advisory platform supports both discretionary and non‑discretionary relationships. Services explicitly offered include comprehensive financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. The adviser’s operating model suggests a client-service mix that pairs investment management with insurance and annuity solutions, allowing integration of insurance products into overall wealth plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices