30
Years of Service
125
Years of Combined Experience
30
Licensed in 30 States
500
+
Households Served
Since 1994, Adams Financial has become one of NC's most client-focused financial planning firms. Our top priority is to assist our clients by providing quality financial services and creative, intelligent solutions for meeting their goals.
Last week President Trump enacted tariffs (an import tax) on goods from nations around the globe in an effort to provide a very meaningful incentive for American companies...
Looking at the recent volatility in the stock market. There's an old adage that market history doesn't repeat itself, but it certainly rhymes.
Reflections on the previous year and what lessons the market has taught us and what we've had to re-learn.
There are numerous game changing influences impacting today's capital markets. Here are a few of our Insights and expectations for 2025.
Social Media Posts
Experience. Trust. Relationships.
Our experienced advisor team develops innovative financial strategies and investment portfolios intended to meet clients’ goals. We regularly meet with clients to review their progress and make course corrections.
We believe that trust and performance in advisor/client relationships is increased by maintaining clear and relevant communications on financial matters. Our award-winning communications are a reflection of our commitment to serve our clients at the highest level.
Technology Toolbox
At Adams Financial we use multiple technology platforms to assist clients in developing and maintaining financial strategies. Here are a few of the tools available to our clients.
Our Team
Our Team
Adams Financial Partners
Lyn Adams Jr., AIF®, CFP®
President, Registered Principal
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Certified Financial Planner with degrees in Economics and Business Management from North Carolina State University.
​Lyn has been a professional financial consultant since 1994 and was recognized with the "40 Under 40″ leadership award by the Triangle Business Journal for his outstanding contributions to his profession and service to the community.
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He is a popular speaker and teacher on financial education topics, serves as a mentor partner for families through The Carying Place, a member of New Hope Church, and serves on the Board for Carolina Elite Sports, a local youth outreach and ministry program.
Justin Groce, CFP®
Partner, Registered Principal
Certified Financial Planner with degrees in Economics and Business Management from UNC Chapel Hill.
Justin is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. He joined our team in 2001 and has been developing and implementing strategies to help grow and protect his clients’ wealth through personalized financial planning.
Justin holds many securities registrations including Series 7, 24, 63, and 66. He is active in the triangle community with the UNC Educational Foundation and Hope Community Church and resides in Cary with his wife, Melonie and sons, Jackson and Bryson.
Jason Shore
Partner, Financial Advisor
Financial Advisor with degrees in Management and Finance from North Carolina State University.
Jason Shore is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. Having joined our team in 2004, he works with individuals and families developing and implementing personalized investment strategies.
He is a licensed NC Life & Health insurance agent and a registered representative with Cetera Advisor Networks, LLC, holding his Series 7 & 66 registrations.
Brett Campbell
Partner, Financial Advisor
Certified Financial Planner with a degree in Economics from UNC Chapel Hill.
Brett Campbell is a Partner of Adams Financial Partners, Inc., and a financial advisor with Cetera Advisor Network LLC. Brett’s goal is to help clients reach their financial goals by providing the highest quality financial advice and asset management services available.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations.
John Adams II
Partner, Financial Advisor
Certified Financial Planner with a degree in Finance from Michigan State University.
John joined Adams Financial in 2010 with previous experience at Ameriprise Financial. He works as a client advisor as well as a senior research associate on our investment management team.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations.
Financial Adviors
Financial Consultants
Nat Coats, JD
Financial Advisor
Nat holds a degree in Trust Management and Finance from Campbell University and a Law degree from NC Central. He helps families and small businesses reach their financial goals with investment and wealth management strategies. Nat is a registered representative with Cetera Advisor Networks LLC, holding Series 7 and 66 registrations. He also holds his NC Life and Health insurance licenses.
Daniel J. McEntee
Financial Advisor
Dan has over 15 years of industry experience in risk management and financial consulting. Dan received his BS in Management, with a concentration in Marketing from UNC-Asheville. He holds his Series 7, 66, NC Life, Health, and P&C insurance licenses.
Ann R. Broadway
Financial Consultant
Ann specializes in social security planning and Social Security. Ann has over 20 years of strategic planning experience with Fortune 500 companies. She earned her Bachelor’s degree from Vanderbilt University and her Master of Science in Management from N. C. State University.
Larry Carroll
Investment Management
Larry is a part of Wealth Enhancement Group (formerly Carroll Financial) which currently manages or supervises over $3 billion in advisory and brokerage assets. Carroll Financial has grown into one of the largest independent financial planning and investment management firms in Charlotte and the Southeast. He has served as a strategic partner and investment strategist with Adams Financial since 2001.
Contact Us
Address
4141 Parklake Ave
Suite 120
Raleigh, NC 27612
Contact
919-424-4650
Opening Hours
Mon - Fri 9:00 am – 5:00 pm EST
*Closed on Federal Holidays*
Driving Directions
From Raleigh
Take 440 to Highway 70 West toward Crabtree Valley Mall. Turn left at Creedmoor Rd. Then make a left on Parklake Ave. We're in the same building as Pepsi but on the first floor.
From Durham
Take I-40 east to Wade Ave. Take the exit and turn left on Edwards Mill Rd. Follow Edwards Mills Rd for 3 miles and then make a right onto Parklake Ave. We're in the same building as Pepsi but on the first floor.