Estate Planning Advisor in Howard County, MD

Personalized Estate Planning for Howard County, Maryland Families

Build an estate plan that reflects your familiy's priorities - guided by a local advisor in Howard County

Estate Planning, Cordinated with Your Financial Picture

Estate planning is about more than documents. Its about thinking through how your assests, your values, and your wishes for your family fit together over time. At Adair & Associates, based in Marriotsville, MD and serving Howard County, Maryland, we help individuals and families approach estate planning as a coordinated part of their broader financial stragey.

We work alongside your attorney and tax professional - and with families throughout Howard County, including Ellicott City, Columbia and Marriotsville - to make sure your investment accounts, retirement plans, beneficiary designations, and long-term goals all refelct what you actually want for the people who matter most.

Whats included?

Coordination of estate planning with your investment and retirement strategies
Beneficiary designation reviews across all accounts
Wealth transfer planning for the next generation
Trust and estate account management
Ongoing reviews as your family and financial picture evolve
Local Advisor presence in Howard County, Maryland
Collaboration with your attorney and CPA

Initial Consulation

We start with a conversation to understand your family, your priorities and what youd like your legacy to look like. Meet us at our Marriottsville office or virually - whichever works best for you. This is a complimentary, no-obligation discussion.

Discovery & Review

We review your existing estate documents, beneficiary designations, account titling and current financial picture to identify opportunites and gaps.

Coordinated Planning

We work with you, your attorney and your tax professional to build an estate plan that reflects your goals and integrates with your broader financial strategy.

Ongoing Partnership

Estate planning isnt a one-time exercise. We schedule regular reviews to keep your plan aligned with changes in your family, your finances and the law.

Meet Hunter Adair - Your Local Howard County Advisor

Hunter Adair is the principal of Adair & Associates, an independent wealth management practice, based in Marriotsville and serving individuals and families. Hunter takes a relationship-driven approach to financial planning, working closely with families throughout Howard County to undertand their goals and coordinate every part of their financial picture.

As a local advisor, Hunter brings experience in financial planning, investment management and estate coordinantion, working with Howard County families across a range of life stages - from those building wealth to those planning their legacy. He believes good planning starts with listening.

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