Founded in 2004, ADK Wealth Advisory Group operates as an independent, fee-only wealth management firm. The company emphasizes its fiduciary responsibility, meaning it is legally and ethically bound to act in its clients' best interests. Its core mission is to provide objective, tailored financial advice and investment strategies to help clients achieve their long-term financial goals, including retirement, estate planning, and wealth preservation. Their process typically involves a detailed discovery of the client's financial situation, in-depth analysis, and the implementation of a customized financial plan.

Founded in

United States