CONTACT INFORMATION: Dwayne Adams, CFP®, AIF®, RFC, CERTIFIED FINANCIAL PLANNER™ Website 937-433-6500 firstname.lastname@example.org
Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We seek to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call.
What to expect from us
Objective Financial Advice: We are LPL Independent Financial Advisors who work for you. That’s why we do not have “in house” investments, or any personal interest in recommending one investment over another. Rather, we are here to give you the objective advice you need to pursue your financial goals.
Freedom of Choice: Our clients have access to over 8,000 investment companies, insurance products from more than 200 respected companies and an impressive array of stocks, bonds, commodities and other wealth building opportunities.
A Complete Range of Financial Services: We have a network of experienced third-party strategic alliances including Attorneys, CPA’s and Financial Planners ready to put their expertise to work for you.
We’ll Work For You: We strive to uphold a fiduciary responsibility to recommend only the investments that best meet your needs. In accordance with our own code of ethics and the law, all customer information is held in strictest confidence.
Specialists in Retirement Planning and Management: Because retirees or those planning for retirement make up our largest group of customers, we have both the experience and thorough knowledge of IRS rules and regulations necessary to help you avoid costly penalties and excess taxes. We are always willing to work with your tax advisor regarding any specific tax issues that you have.
Four locations to serve you better:
7990 Clyo Road Centerville, Oh 45459
Phone: 937-433-6500 Fax: Email: email@example.com
1862 Shyville Rd, Suite 124, Piketon, OH 45661
707 6th Street, Portsmouth, OH 45662
8180 Corporate Park Drive, Suite 350, Cincinnati, OH 45242
CFP®, AIF®, RFC, CERTIFIED FINANCIAL PLANNER™
Dwayne has been a financial advisor in the Miami Valley for over 22 years, starting out with Edward Jones and then opening up his own firm, Adams Wealth Management Group, Inc. in 1999. Dwayne, and the other financial consultants of Adams Wealth Management Group are affiliated with LPL Financial, the largest independent Broker/Dealer firm in the country*.
Through his hard work and diligence, Dwayne has been featured in USA Today, Dayton Daily News, Dayton Business Journal, the Christian Citizens, as well as other publications in the area. For over 2 years Dwayne hosted a weekly financial radio program, “Money in Motion” on News Talk 1290 WHIO.
Dwayne is a recognized leader in wealth management, retirement planning and estate planning. He specializes in working with retirees and their special needs such as tax planning, investment planning, retirement planning and innovative estate planning strategies.
Dwayne believes in the importance of giving back to his community. He is a past Board member of the Board of Directors for the Centerville-Washington Township Foundation and is an active member of the Centerville Rotary, Miami Valley Military Affairs Association Board of Trustees, Dayton Chamber of Commerce, South Metro Region Chamber of Commerce, Portsmouth Chamber of Commerce, and Pike County Chamber of Commerce. Dwayne is an Independent Registered Representative with and offers securities through LPL Financial, Member FINRA/SIPC.
*As reported in Financial Planning magazine, based on total revenues, June 1996-2016.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NY, OH, PA, TN, VA, VI, WA, WV, WY.