Adams Financial is one of central North Carolina’s most client focused financial services and investment management firms. The firm was founded by Lyn Adams, Jr. with the simple approach: ”The best interest of the client is the only interest that matters.” 

Our top priority is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions to their needs. We believe that your needs as an investor should always come first. You should be treated fairly, ethically, and respectfully by every employee of our firm.

Our philosophy is simple: Trust Matters.  You will see that throughout everything we do.  This simple concept is a constant reminder that the most fundamental part of our job is building trust in our relationships. 

Our team of financial advisors and strategic consultants total more than 100 years of experience and include the CFP® , CRPC,  AAMS, CPA, and MBA credentials, among others. Each financial advisor is supported by the total resources of the firm. We strive for excellent communication with our clients and, when possible, we partner with them by investing our capital in the same way we invest theirs.

Adams Financial

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Adams Financial

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