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Hunter.Adair@AdairAdvisory.com
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Wealth Management in Marriottsville, Maryland

Adair & Associates is the only LPL-affiliated wealth management firm based right here in Marriottsville, offering personalized retirement, investment, and estate planning to neighbors across Howard County's western corridor.

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Why Marriottsville Clients Choose Us

At Adair & Associates, we're held to a fiduciary standard in advisory relationships, meaning we're required to act in your best interest. With over 20 years of experience helping families plan for and through retirement, we've guided clients across a wide range of life situations, market environments, and tax landscapes. As an independent practice affiliated with LPL Financial, the nation's largest independent broker-dealer*, we have no proprietary products, just the freedom to recommend what genuinely fits your life. And as Marriottsville's local advising firm, we're rooted in this community, accessible to our clients, and personally invested in seeing our neighbors retire with clarity and confidence.

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.

Why Local Matters

When it comes to your retirement, your investments, and your family's financial future, who you work with matters as much as what you invest in. At Adair & Associates, we live and work in the same community as the families we serve. We understand Howard County: its schools, its property market, its small business landscape, and the unique tax considerations Maryland residents face. Our office is right off Marriottsville Road, just minutes from Waverly Woods, Turf Valley, Woodstock, and the surrounding neighborhoods. When you work with us, you're not a number routed through a national call center. You're a neighbor - and we treat you like one.

Marriottsville Clients We're Proud To Work With

Pre-Retirees & Retirees

Pre-Retirees & Retirees

You've worked hard, saved diligently, and now you want clarity on whether you're truly ready to retire, or how to retire better. We help Marriottsville-area families build sustainable retirement income strategies, optimize Social Security timing, and stress-test their plans against real-world risks.

Established Families Building Wealth

Established Families Building Wealth

Whether you're managing equity compensation from a Baltimore-DC corridor employer, balancing two professional incomes, or planning for your children's education while saving for your own future, we help local families coordinate the moving pieces into a single, clear plan.

Local Business Owners

Local Business Owners

Many of our Marriottsville and western Howard County clients own businesses, practices, contracting firms, consultancies. We help with retirement plan design (401(k), SEP, SIMPLE), succession and exit planning, and integrating personal and business financial strategy.

Our Services

Retirement & Income Planning

From Social Security optimization and Medicare coordination to sustainable retirement income strategies, we help Marriotsville clients turn decades of building wealth into a clear, confident retirement plan, including Roth conversion analysis, RMD planning, and rollover coordination.

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Investment Management 

We build portfolios aligned with your timeline, goals, and risk tolerance, with no proprietary products to push. For higher-net-worth families, we coordinate across taxable, tax-deferred, and tax-free accounts to maximize after-tax outcomes.

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Tax & Estate Planning

Tax-efficient withdrawal strategies, charitable giving structures, and coordination with your CPA and estate attorney help ensure your plan works efficiently today and passes along smoothly tomorrow, with meaningful attention to multi-generational wealth transfer.

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Business Owner & Executive Planning

Retirement plan design, equity compensation strategy, succession and exit planning, and integrated personal-business coordination, for professionals whose careers or companies are their most valuable asset.

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Our Process 

Discover & Assess

We start by listening, then take stock of where you stand. Before we talk numbers, we want to understand your life - your goals, your concerns, your family situation, and what your ideal financial future looks like. 

Strategize

We build a plan tailored to you. Your strategy is custom - not pulled from a template. We address the core pillars together: investments, income planning, tax efficiency, estate considerations, and risk management.

Implement

We put the plan into motion. We coordinate the moves required - account consolidations, rollovers, investment changes, beneficiary updates, and documentation. You'll always know what's happening and why.

Review & Adjust

Life changes. Your plan should too. We meet regularly to review progress, revisit assumptions, and adjust the strategy as tax laws shift, markets move, or your goals evolve.

Meet Hunter Adair-CFP<sup>&#174;</sup>- your Marriotsville Financial Advisor

Meet Hunter Adair-CFP®- your Marriotsville Financial Advisor

Hunter Adair is a CERTIFIED FINANCIAL PLANNER® professional who has worked in financial planning since 2002. He and his team, including a former CPA firm partner with over thirty years in financial services, work with federal employees, contractors, and business owners across Howard County on the decisions that don't have obvious answers: when you can actually afford to retire, what to do with a TSP after federal service, and how to turn a pension, a savings plan, and Social Security into income you can count on.

Ready to Work With a Marriottsville Advisor Who Knows Your Neighborhood?

Whether you're 10 years from retirement or already there, a 20-minute conversation can tell you a lot about where you stand. Let's see if we're the right fit.

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Visit Our Office

Address

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

Fax

(443) 327-4485

Office Hours

Monday – Friday
9:00 AM – 5:00 PM ET