St. George, Utah
You didn’t move to St. George to worry about money.
You came for the sunshine, the red rocks, and a little more time to enjoy life. We’re a fee-only firm on Bluff Street, and our job is to make the money side feel simpler so you can get back to the good part.
What we hear from St. George families
- Are we really ready to retire? Will our money last?
- When should we take Social Security, and how do we draw income from what we’ve saved?
- What about taxes, healthcare, and helping the kids?
- How much can we spend on the grandkids before it becomes a financial planning issue?
What we plan around
Retirement income
Social Security timing and a steady paycheck from your savings.
Taxes
A plan for keeping more of what you’ve saved, especially if you moved here from a higher-tax state.
Estate planning
Coordinated with your attorney, so the people you care about are looked after.
The things you actually want
A month in Italy, a second home, helping a child buy their first one. Those details matter, so we plan for them too.
The Adams Wealth Plan™
A disciplined process, built around you.
Planning isn’t a one-time event. It’s an ongoing relationship that adapts as your life and the markets change. Explore each step below.
Why St. George families work with us
Craig Adams, CFP®, founded the firm in 2012 on a simple idea: good advice starts with getting to know the person across the table. We still work that way. You get a team that knows your goals, explains things plainly, and is easy to reach when life changes or the markets get noisy. Whether you’ve lived here 30 years or arrived 30 days ago, the goal is the same: more confidence about the future, and more time enjoying the present.
People still say hello here. We think your financial advisor should too.
Come say hello on Bluff Street.
Find us at 491 N. Bluff St., Suite 200, or call (435) 752-1702. We’re happy to start with a simple conversation, or a second opinion on your current portfolio.