Investment Planning Advisor | Adair & Associates

Personalized Investment Planning for Howard County, Maryland Families

Work with a local advisor in Howard County who builds investment strategies around your priorites, not around products.

Investment Planning Built Around You

Investment planning should start with you - your goals, your timeline, and your tolerance for risk. At Adair & Associates, based in Marriottsville and serving families across Howard County, Maryland, we believe a thoughful investment stragegy is on that fits the life you're trying to build, not one pulled off a shelf.

We work with individuals and families throughout Howard County - from Ellicott City and Columbia to Marriotsville and the surrounding communities - to build investment plans that reflect their long-term priorities and coordinate their broader financial picture, including retirement, estate planning and tax considerations.

Whats Included?

Personalized investment planning aligned to your goals
Portfolio construction based on your time horizon and priorites
Ongoing portfolio reviews and adjustments
Coordination with retirement, estate and tax planning
Independent guidance though LPL Financial
Local advisor presence in Howard County, Maryland
Clear, advisor-led communication

Initial Consultation

We begin with a complimentary conversation to understand your goals, your timeline and what you're trying to accomplish with your investments. Meet us at our Marriottsville office or virtually - whichever works best for you.

Discovery & Goal Setting

We review your current investments, your full financial picture, and your priorities you want your portfolio to support over the long term.

Personalized Investment Plan

We review your current investments, your full financial picture, and your priorities you want your portfolio to support over the long term.

Ongoing Review

We meet regularly to review your portfolio, talk through any changes in your life goals, and keep your investment plan aligned with what matters to you.

Meet Hunter Adair - Your Local Howard County Advisor

Hunter Adair is the managing partner of Adair & Associates, an independent wealth management practice. Hunter works closely with clients to build investment plans that reflect their long-term priorities and coordinate with the rest of their financial picture.

As a local advisor, Hunter takes a disciplined, relationship-driven approach to investing - focused on clarity, communication and helping Howard County families stay grounded in their long term goals.

Credentials
Partner, Adair & Associates - Marriottsville, MD
Securities offered through LPL Financial, Member FINRA/SIPC
Serving Howard County, Maryland and surrounding communities

Schedule a Consultation

Let's explore what's possible

Schedule a complimentary, no-obligation consultation with Hunter Adair to discuss your goals and explore a personalized investment plan. Proudly serving Howard County, Maryland families.

Schedule a Consultation

Visit Our Office

Adair & Associates
2205 Warwick Way, Suite 300
Marriottsville, MD 21104

Phone: (410) 988-8557

Email: Hunter.Adair@AdairAdvisory.com

Hours:
Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment