When founders Jana Shoulders, Peter Adamson III and Larry C. Houchin opened Adams Hall in 1997, they brought with them 80 years of collective financial management experience. They founded the firm with a vision of providing innovative, custom solutions their clients could trust.
Today, Adams Hall remains true to that vision, offering a wide range of services aimed at enhancing and preserving clients’ wealth.
Our disciplined and comprehensive wealth management services include taking into account your entire financial picture to provide financial planning, asset allocation, cash flow analysis and tax-sensitive investing overlay. We combine these holistic services with our attention to building strong, secure client-advisor relationships.
As we’ve grown, we’ve received recognition from our peers, our clients and national publications; however, our greatest accomplishment stems from our ability to help our clients achieve financial security.
As a member of the Mariner Wealth Advisors family of companies, we are supported by a wide range of resources not available at every firm. We use these resources to gain efficiencies in our planning process so we can focus on spending
time with our clients, identifying opportunities and delivering innovative solutions to help them meet their personal goals.