Your Financial Life Doesn’t Fit in a Box — and Neither Should your Advisor
Adams Brown Wealth Consultants Earns National Recognition for Going Beyond One-Size-Fits-All Planning
When was the last time you felt truly understood by a financial advisor?
Not just your portfolio. But your priorities. Your questions about retirement. Your concerns about rising taxes. The legacy you want to leave behind.
For individuals and business owners who want more than generic investment advice, there’s good news: Adams Brown Wealth Consultants has been named one of AdvisorHub’s “Advisors to Watch” in 2025, earning a national ranking of #156 out of 1,000 firms. The list highlights firms that are reshaping the future of financial planning with a focus on personalized, client-driven service.
But for the advisors at Adams Brown, this recognition isn’t about numbers—it’s about people.
“Financial planning isn’t just math. It’s life. And every life looks different,” said Justin Mitchell, Principal and Managing Wealth Consultant. “We’re honored to be recognized nationally, but what matters most is that we’ve built a team that listens well, thinks critically and takes care of clients like they’re family.”
AdvisorHub’s selection is based on firm growth, team structure and professionalism. Adams Brown Wealth Consultants earned high marks in Scale and Growth, reflecting not only its momentum, but also the depth of experience within its team.
One of the firm’s standout qualities is its close collaboration with CPAs, something most advisory firms can’t offer. As a division of a nationally recognized CPA firm, Adams Brown Wealth Consultants brings together tax planning and wealth management under one roof, helping clients make smarter decisions with a more complete picture of their financial lives. Whether it’s structuring a business exit, optimizing retirement income or minimizing taxes on an estate plan, this integrated model creates opportunities that siloed firms often miss.
“Our clients face some big transitions—selling a business, retiring earlier than expected, navigating estate decisions,” Mitchell said. “They’re not looking for commission-driven sales tactics. They want a team that’s grounded, thoughtful and able to see the full picture. That’s exactly what we’ve built.”
Whether you’re thinking about your next chapter or planning for the next generation, Adams Brown Wealth Consultants believes in slowing down long enough to ask the right questions and then building a plan that fits.
Because your financial life shouldn’t be squeezed into a template. And the people helping you plan it shouldn’t treat you like a transaction.
About Adams Brown Wealth Consultants
Adams Brown Wealth Consultants is a leading financial advisory firm dedicated to providing holistic wealth management services. As a division of Adams Brown, a nationally recognized CPA firm, it offers integrated tax and financial planning, personal financial planning, estate planning, insurance and risk management, group benefits and retirement plans. With a commitment to personalized service and maximizing after-tax results, Adams Brown Wealth Consultants empowers clients to achieve their financial aspirations and build lasting legacies. The firm operates on a fee-based model, ensuring unbiased advice and prioritizing client interests.