Broker Check



Turn The Business You Run Today Into The Life You Want To Live Tomorrow

Tax-focused financial planning for business owners who want to build wealth, prepare for what’s next, and make the most of life along the way.

Book an Introduction Call

Serving Clients Nationwide · 100% Virtual

Practical Guidance From Someone Who Gets Business

Practical Guidance From Someone Who Gets Business

Adair Advisory Group is led by John H. Adair, CPA, MBA, who brings together tax planning experience, financial planning knowledge, and the practical perspective of a business owner. Before focusing his work around business owners and wealth planning, John also spent time in the contracting world — experience that helps him “walk the talk” with owners in construction, trades, and related industries.

Start With Fit, Build From There

Start With Fit, Build From There

We begin with a fit meeting because the right relationship matters. From there, we look at your current financial picture, tax situation, business interests, retirement goals, and the life you are trying to build. Using a comprehensive planning process, we help uncover opportunities, organize decisions, and create a strategy that connects today’s choices with tomorrow’s exit, income, and lifestyle goals.

Services Built Around The Bigger Picture

Our comprehensive services connect your tax life, business life, and personal financial planning needs.

Business Advisory

Your business may be one of your most important financial assets. We help business owners think ahead, improve planning, prepare for transition, and connect business decisions to personal wealth and retirement goals.


Explore Services

Explore Services

Wealth Services

Personal financial planning should help you do more than prepare for someday. We help individuals and families organize investments, retirement income, tax planning, and long-term decisions around the life they want to live.


Explore Services

Explore Services

Let’s See If We’re a Fit

A free 20-minute call to see if we're a fit — no obligation, no sales pitch.

Book an Introduction Call

Find Your Why At Every Stage

Business Owners

You are building something valuable, but the bigger picture may still be taking shape. We help business owners connect tax planning, business decisions, retirement goals, and personal wealth so the work you are doing today has a clearer purpose for tomorrow.

Exiting A Business

Selling or stepping away from a business takes more than a transaction. It's good business strategy best started early. We help you think ahead about timing, taxes, income, valuation, and what you want life to look like after the business is no longer your everyday focus.

Enjoying Retirement

Retirement is not just about having enough money. It is about knowing what you want to do with the time, freedom, and resources you have built. We help retirees organize income, taxes, and lifestyle decisions around the life they want to live now.

Resources To Explore

Explore articles, videos, and financial resources designed to help you make more informed decisions about taxes, retirement, lifestyle, wealth management, insurance, estate planning, and more. Our library is updated regularly with timely topics and practical insights for your financial life.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Learn More
Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.
Learn More
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More

Tell Us What You’re Building Toward

Whether you are growing a business, thinking about an exit, or trying to make the most of retirement, the first step is a simple conversation. Share where you are now, and we’ll help you decide if a fit meeting is the right next move.

Thank you!
Oops!