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We’re thrilled to be named as Best of Northern Utah’s Best Financial Planning!
We’re thrilled to announce that we’ve been awarded Best Financial Planning for the third year in a row in the Best of Northern Utah Awards! We’ve also been recognized by…
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Firm Updates Advisor Jaeden May has been recognized by Utah Business Magazine as a 2023 30 Women to Watch!
  "Jaeden is 23 years old and is the only woman in the state of Utah who holds the CFP, CPA and NSSA certifications. Jaeden completed her master's degree at…
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Firm Updates Arun Balasubramanian, CFA, Joins Adams Wealth Advisors as Chief Technology Officer and Managing Director of Investment Management and Technology
Adams Wealth Advisors, a leading financial advisory firm with offices in Logan and St. George, UT, is delighted to announce the appointment of Arun Balasubramanian, CFA, as the company's new…
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Investment Management, Advisor Education, Monthly Market Outlook, Investments Navigating in Shifting Economic Currents
The stock market's resilience in the face of economic and global uncertainties has been remarkable. The broader S&P 500 index (SPX) has registered a 12% year-to-date increase, and the tech-focused…
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AWA Insights & News 2022 Readers’ Choice Awards Best Financial Planning
We are thrilled to announce we have been awarded “Best Financial Planning” in the Herald Journal's Readers' Choice Awards for the second year in a row, and to have been a…
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AWA Insights & News Meet the Newest AWA Team Member!
David Kastner joined Adams Wealth Advisors in May of 2022 as the Director of Investment Management and Senior Advisor. After a 25-years working at Charles Schwab as a Senior Portfolio…
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