Each investment portfolio is created specifically to meet the client objectives. We work in the
Services Provided by A Michael Adams
Investment Management, Alternative Investments, Retirement Planning
Specialties:Defined Contribution Plans 401k
Background Information for A Michael Adams
- Carnegie Mellon University
- Oregon State University
Licenses & Credentials
- Series 65 Registered Investment Advisor
Previous Work Experience
President and Principal Adams Financial Concepts LLC
2005 — Present+ All Work Experience
Senior Vice President Wachovia Securities (now Wells Fargo)
1998 — 2005
Senior Vice President Dain Rauscher
1990 — 1998
Investment Executive Paine Webber (now UBS)
1986 — 1990
Recently Answered Questions by A Michael Adams
Showing 3 out of 12 Answered Questions:
Most financial advisors work with clients who are like them. My clients tend to be like me. They want more than to lower risk and increase reward. They want to build wealth, even if they are already wealthy. They really like to win. They want to “beat the market” over the longer-term. They do not ever want to be poor again. They want avoid regrets when they lose money. They want to leave a financial legacy for their children and grandchildren. They do not want to leave their estate to the US government.
Clients tend to choose advisors that are like themselves.
Reviews of A Michael Adams
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As a longtime client, I have been extremely satisfied with AFC?s performance. I have been both pleased and relieved that Mike Adams has skillfully handled our money during several turbulent economic periods over th ...
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