Adams Ashby Financial Advisors was founded by Jeff Adams in 2009. Jeff holds professional credentials as both a certified public accountant and a certified financial planner and has over twenty years experience as a financial advisor. Back in 2009, Jeff felt that launching his own independent firm would allow him to get away from the proprietary products and potential conflicts of interest associated with many traditional Wall Street brokerage firms. By choosing Charles Schwab & Co., Inc. as the primary custodian for client accounts, Jeff now has access to a vast array of products and services and is free to choose which ones are most suitable for his clients needs and circumstances. As a certified financial planner, Jeff adheres to the fiduciary standard of care for all of his clients. This standard requires that financial advisors act solely in their client’s best interest when offering advice.
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