Probably the most well-known face around the office is Craig Adams, the Managing Director of Adams Wealth Advisors. He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis.
Craig has 25+ years of experience working at major financial advisory firms. He started Adams Wealth Advisors in 2012, with the goal to provide a transparent firm where the central and only focus was the well-being of clients. For nearly ten years, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Logan, Utah.
Craig holds the professional designation of Certified Financial Planner (CFP), which includes extensive training, more than regular financial planners, and is required to participate in 30 hours of continuing education every 2 years. Craig is also an Aggie alum, graduating from Utah State University with a bachelor’s degree in finance.
Above all else, Craig prides himself in creating Adams Wealth Advisors as a registered fiduciary and has maintained a long-standing level of trust between team members and clients. To learn more about our fiduciary standard, visit: https://adamswealth.stealthmedia.com/frequently-ask-question/#1583444467484-bfbb7e08-ff55.
Did we mention he is an avid water skier? If Craig’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat. The entire Adams Family loves nothing more than an adventure filled day at the lake!
Additionally, the Adams Family loves getting involved with and serving the community of Cache Valley. Craig has also set the standard for a culture of charitable giving and service at Adams Wealth Advisors. For many years, AWA and Craig have been involved in sponsoring community events and organizations. As of 2019, Craig and the team have taken a more proactive approach in hosting charity events, including a Triathlon to raise funds for local CAPSA and Boys and Girls clubs, and a night out for the Logan Police Department.
Craig appreciates the trust and loyalty you’ve given to our team here at Adams Wealth Advisors. We are aware of and grateful for each of you!
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.