Adams Hall Wealth Advisors Included on Financial Planning magazine's list of RIA Leaders: 100 Top Fee-Only Firms - CW15 - OMAHA

Adams Hall Wealth Advisors Included on Financial Planning magazine's list of RIA Leaders: 100 Top Fee-Only Firms

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SOURCE Adams Hall Wealth Advisors

Firm secures spot on exclusive list of independent registered advisors

TULSA, Okla., Feb. 3, 2014 /PRNewswire/ -- Adams Hall Wealth Advisors, an independent wealth advisory firm headquartered in Tulsa, today announced the firm was included on Financial Planning magazine's third annual list of RIA Leaders: 100 Top Fee-Only Firms.

The Financial Planning rankings seek to identify the most independent RIA firms that provide holistic planning directly to individuals. That comprehensive, client-centered approach was a significant factor in identifying firms that ultimately made the cut.

"We are very pleased to have been selected for this honor," said Jana Shoulders, co-founder and chief executive officer of Adams Hall. "It has always been our goal to provide comprehensive and customized wealth management advice and guidance to our clients to help them achieve their goals. Their success is our greatest reward."

With a mission of providing a wide range of personalized wealth solutions, Adams Hall Wealth Advisors provides financial advice that is based purely on the needs and interests of clients. In addition to the Financial Planning recognition, Jana Shoulders was recognized in 2013 by on its list of Top Women RIA Owners.

According to Suzanne Wheeler, co-founder and senior vice president of Adams Hall, "I am very pleased that our firm has received this honor. I believe the rankings reflect what I already know to be true – that above all else, we remain dedicated to providing leading wealth advice and exceptional service to our clients." 

About Adams Hall Wealth Advisors
Adams Hall Wealth Advisors is an independent advisory firm 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
  • Philanthropy
  • Executive compensation planning
  • Business succession planning
  • Family office services
  • Retirement planning services
  • Insurance consulting


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