2000 CentreGreen Way Ste 150
Cary, North Carolina 27513
919-424-4650              Map

Serving the Triangle Area Since 1994

Adams Financial has become one of central North Carolina’s most client focused financial services and investment management firms.

Our top priority is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions for their needs. We believe that your needs as an investor should always come first.

Our local team of financial advisors and strategic consultants total more than 100 years of experience and include the CFP®, CRPC, and MBA credentials, among others. Each financial advisor is supported by the total resources of the firm. We strive for excellent communication with our clients and, when possible, we partner with them by investing our capital in the same way we invest theirs.

Getting Started with Adams Financial


Finding the right
advisor for you

Your personal relationship with Adams Financial is based on an ongoing relationship with one of our advisors. Use the “Contact Us” box to the left to get started.


Schedule your free
initial consultation

At your free initial consultation, you and your advisor will work on the foundation of a financial plan that will allow you to pursue your goals with confidence.


Develop your personalized
financial strategy

Upon completion of your financial plan, your advisor will help you implement, track, and adjust various elements over time, while keeping you well informed on your progress.