Adams Financial Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Adams Financial is one of central North Carolina’s most client focused financial services and investment management firms. The firm was founded by Lyn Adams, Jr. with the simple approach: ”The best interest of the client is the only interest that matters.” 

Our top priority is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions to their needs. We believe that your needs as an investor should always come first. You should be treated fairly, ethically, and respectfully by every employee of our firm.

Our philosophy is simple: Trust Matters.  You will see that throughout everything we do.  This simple concept is a constant reminder that the most fundamental part of our job is building trust in our relationships. 

Our team of financial advisors and strategic consultants total more than 100 years of experience and include the CFP® , CRPC,  AAMS, CPA, 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.

Find Adams Financial employees' phone numbers or email addresses

Adams Financial Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Asia
1

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  • India
    1

Adams Financial's Leadership

  • Stylized image of a person
    L. A.
    President/Managing Partner
    Phone icon
  • Stylized image of a person
    J. A.
    Financial Consultant
    Phone icon
  • Stylized image of a person
    N. C.
    Financial Consultant
    Phone icon
  • Stylized image of a person
    J. G.
    Certified Financial Planner
    Phone icon

Contact profiles from Adams Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. A.
    President/Managing Partner
    Phone icon
    United StatesNorth Carolina
    Sep 09, 2025
  • Stylized image of a person
    J. A.
    Financial Consultant
    Phone icon
    United StatesNorth Carolina
    Nov 16, 2025
  • Stylized image of a person
    N. C.
    Financial Consultant
    Phone icon
    Oct 21, 2025
  • Stylized image of a person
    J. G.
    Certified Financial Planner
    Phone icon
    United StatesNorth Carolina
    Nov 15, 2025

Frequently Asked Questions

What is Adams Financial known for?

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Adams Financial was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 4141 Parklake Avenue, Suite 120. Explore Adams Financial's company overview page for more information.

What is Adams Financial's most common email format?

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Adams Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Adams Financial email formats with LeadIQ.

How many employees does Adams Financial have currently?

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Adams Financial has approximately 15 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Adams Financial's key employees and leadership?

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As of December 2025, Adams Financial's key employees include:

  • President/Managing Partner: L. A.
  • Financial Consultant: J. A.
  • Financial Consultant: N. C.
  • Certified Financial Planner: J. G.

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