Holistic Financial Strategies Designed with Taxes in Mind are Helping People Protect and Grow their Wealth

For individuals, families and business owners with complex financial lives, fragmented advice can be costly. When tax planning lives in one office and investment advice in another, opportunities are often missed—and wealth is left on the table.

That’s why more clients are turning to firms that bring tax strategy and wealth management together under one roof. It’s a model that not only protects wealth but positions it for long-term growth. And it’s this model that recently helped Adams Brown Wealth Consultants surpass $1 billion in assets under management.

“Many of our clients come to us with strong portfolios but no clear strategy tying everything together,” said Justin Mitchell, principal and managing wealth consultant. “When your CPA and your wealth advisor are aligned from day one, you gain more than just convenience—you gain a planning framework that responds to both financial and tax realities.”

By combining financial planning with in-house tax expertise, the firm is helping clients uncover opportunities that might otherwise be missed—whether it’s around income distribution, estate transitions or managing concentrated business interests.

The integrated model also resonates with clients managing multigenerational wealth, where decisions today may impact heirs decades down the road. The ability to evaluate strategies through both an investment and tax lens allows for more thoughtful, forward-looking planning.

That strategic focus has drawn attention. Adams Brown Wealth Consultants was named a finalist for RIA Team of the Year by InvestmentNews in 2025. The firm also earned a National 401(k) Advisory Honor and continues to be featured as a “Wealth Magnet” on Accounting Today’s Top Firms by AUM list.

Mitchell himself earned a place on the InvestmentNews list of Top 100 Financial Advisors in the U.S., ranking at #77 for his work in retirement planning, tax-smart strategies and guiding clients through complex financial transitions. Adding to this distinction, Mitchell was also named one of InvestmentNews’s Best Independent Advisors – a prestigious list honoring professionals who lead with integrity, clarity and a deep understanding of their clients’ evolving lives.

“Clients are looking for clarity. They want to feel confident making decisions, especially when those decisions carry long-term implications,” Mitchell said. “That’s what our approach is built around—bringing clarity to complexity, and helping people move forward with purpose.”

 

 

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.