James Adair

I am a CERTIFIED FINANCIAL PLANNER™ and have been in the financial planning industry since 2002.

Since that time, I have been diligently growing my practice by building relationships with clients based on trust and needs-based solutions. Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you and vice versa, before you can feel comfortable sharing your goals and dreams, you need to get to know me. I work closely with my team to provide tailored advice for each of our clients. By combining the knowledge of each team member, we are able to create an environment where clients’ needs are addressed in a timely, professional manner. The team has a basic set of core values that generates long-lasting relationships and the strict attention to detail helps in identifying customized needs-based strategies for each client. I hold the following designations and licensures... - CFP (Certified Retirement Planner) - RICP(Retirement Income Certified Professional) - CASL (Chartered Advisor for Senior Living) - ChFC (Chartered Financial Consultant) - FINRA Series 7 and 63 Securities Licenses (held with LPL Financial) - MD Life Health & License I grew up in Ellicott City and still live in the area with my wife Chrissy. We have two sons, Greyson and Ramsey and a daughter, Remy. I am a graduate of West Virginia University. During my time outside of the office I enjoy spending time with his family and friends and traveling. I am an avid outdoorsman and enjoy hunting and fishing and being near the water, especially the Chesapeake Bay. *RICP conferred by The American College. *CASL conferred by The American College.