Adams Hall Wealth Advisors Announces New Affiliate FirstPoint Financial
New firm provides industry-leading financial advice with no investment minimums
TULSA, Okla., Oct. 22, 2013 /PRNewswire/ -- Adams Hall Wealth Advisors, an independent wealth advisory firm headquartered in Tulsa, today announced the launch of FirstPoint Financial. Backed by the resources and support of Adams Hall and the Mariner Wealth Advisors family of companies, FirstPoint provides access to personalized financial advice and planning to a wide range of clients, with no minimums.
FirstPoint was founded with the belief that all investors, regardless of their net worth, deserve access to personalized financial planning services to help them achieve their goals. FirstPoint leverages the industry-leading capabilities of Adams Hall and Mariner Wealth Advisors to provide goals-based financial planning services and access to leading industry professionals.
According to Jana Shoulders, co-founder and chief executive officer of Adams Hall, "It has always been our goal to provide personalized advice and guidance to help clients achieve their goals. FirstPoint Financial allows us to expand those services to a wider range of clients, making it easy for all investors to have access to objective financial advice and goal-based planning solutions."
With a mission of helping clients and families achieve financial peace of mind, Adams Hall Wealth Advisors provides financial advice that is based purely on the needs and interests of clients, a mission that FirstPoint Financial shares. Both Adams Hall and FirstPoint are associated with Mariner Wealth Advisors, an independent wealth advisory firm ranked #2 on Barron's 2013 list of Top Independent Financial Advisors. Mariner supports its partner firms with leading personnel and resources to ensure all advisors are free to focus on meeting client needs above all else.*
"We are very excited to offer FirstPoint to our clients," said Ryan Graves, a wealth advisor at FirstPoint Financial. "Through FirstPoint, we can provide an easily accessible solution to help clients map a better route toward achieving their long-term financial goals – ultimately supporting them as they achieve their dreams."
About FirstPoint Financial
At FirstPoint Financial, clients have access to powerful resources, industry-leading professionals and cutting-edge technology. FirstPoint Financial provides personal and objective financial advice to a wide range of investors, with no minimums. The FirstPoint team has decades of experience successfully managing billions of dollars for wealthy families and institutions and now offers this same level of service to a wide range of investors – helping clients chart a course toward achieving their goals both today and long into the future.
About Adams Hall Wealth Management
Adams Hall Wealth Advisors was founded by industry veterans with a vision of providing innovative, custom solutions clients can trust. Adams Hall's experienced professionals offer a wide range of planning services with a focus on building strong, secure client-advisor relationships. The firm's disciplined investing and comprehensive wealth management services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement plan advisory services
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders.
* The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Mariner Wealth Advisors
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