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.
Serving Clients Nationwide · 100% Virtual
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
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
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.
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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.
Find Your Why At Every Stage
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.
5 Benefits of Working in Retirement
From Boats to Brokers
Deciding When to Take Social Security
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.