Every Client Has a Different Story

When your financial life spans business ownership, estate planning and long-term legacy goals, you need more than an investment manager—you need a strategic ally. That’s why business owners and individuals are turning to Adams Brown Wealth Consultants, recognized among the top CPA-affiliated financial planning firms in the U.S. by Accounting Today’s 2025 Wealth Magnets list.

The firm has proudly surpassed a significant milestone, reporting $1 billion in assets under management (AUM) this year—up from $765 million in 2024. That 25% year-over-year growth solidifies Adams Brown Wealth Consultants as a formidable force in the financial advisory sector.

But the number tells only part of the story. Clients are drawn to the firm’s integrated model, which brings together experienced wealth advisors and CPAs to help navigate complex financial decisions—from exit planning and tax strategy to intergenerational wealth transfers.

“Clients come to us with questions about more than investments,” said Justin Mitchell, Principal and Managing Wealth Consultant. “They want a plan that connects their business, their family and their future.”

Mitchell’s client-first philosophy recently earned him national recognition on InvestmentNews’s 2025 list of the Top 100 Financial Advisors in the U.S., where he ranked 77th, and also as one of InvestmentNews’ Best Independent Advisors. These accolades reflect his consistent track record of working with successful business owners and families who need long-range financial clarity and genuinely independent advice.

As market volatility, tax law changes and generational planning challenges continue to evolve, the need for holistic financial advice has never been greater. For those ready to move beyond fragmented advice, this latest recognition reinforces why so many are turning to Adams Brown Wealth Consultants for clarity, confidence and connection.

View the Top Firms by AUM 2025 list.

 

 

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.