Founded by Brendan J. Frazier, CFP®, ChFC®, CLU®, Adaptive Wealth Partners is a Registered Investment Adviser (RIA) firm that provides fiduciary financial planning and investment management services. The firm focuses on an evidence-based, modern approach to wealth management, aiming to help clients achieve their financial goals through holistic strategies that encompass retirement planning, tax optimization, and personalized investment portfolios. They operate on a fee-only basis, emphasizing their commitment to acting in their clients' best interests.

Founded in

United States