Our Services

BAFP: Personalized Financial Planning for Every Step of Your Journey

At Brian Adams Financial Planning (BAFP), I am a fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate their financial future. I don’t sell investments or financial products—instead, I provide unbiased, project-based financial planning tailored to your unique needs.

As a fiduciary, I am committed to putting your best interests first. My goal is to help you make informed financial decisions at key moments in your life, ensuring you have the guidance you need, when you need it.

I specialize in working with clients who want personalized financial plans. Whether you need help with a specific project—like retirement, education planning, or tax strategies—or a comprehensive plan to guide your financial journey, I am here to provide expert support.

At BAFP, I believe that financial planning should be accessible, practical, and designed for real life. No matter where you're starting from, I will be by your side, helping you build a path toward lasting financial security.

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Single Project

Description: The Single Project is designed for those seeking targeted, one-time financial advice. Projects include a complete analysis of your current financial situation and personalized recommendations to help you achieve your short-term goals.

Common projects include:

  • Planning for Retirement: Analyze your current actions & investments, risks, and opportunities to ensure a secure retirement timeline

  • College Savings Strategy: Compare available 529s and other options to create, review, or adjust your families’ savings goals.

  • Investment Analysis: Assess your current strategy & ensure your postured for your personal goals.

  • Home Purchase Planning: Establish your conditions to evaluate your options, and move forward with confidence.

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Multiple Projects

Description: Multiple Projects offer a more flexible approach to financial planning. By combining multiple financial topics to address specific financial needs, .

Juggling retirement savings, debt, and investments can feel overwhelming—but you don’t have to do it alone.

Why Choose Multiple Project Planning?

  • Customized Strategy - addressed multiple financial topics into one tailored plan.

  • Prioritization & Clarity - Get a Step-by-step roadmap

  • Ongoing Support- Regular Check ins to support your goals

I’ll help simplify the process so you can make confident financial decisions.

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Comprehensive Plans

Description: Our Comprehensive Financial Plan is a full-scale financial solution designed for those seeking long-term financial security. Together, we’ll develop a customized strategy that covers every aspect of your financial life—retirement planning, investments, tax strategies, and estate planning.

Why Choose Comprehensive Planning? Whether you’re just starting your career and looking to build a strong financial foundation or in the middle of your journey, preparing for your next transition, a comprehensive plan provides the guidance and structure to help you navigate each phase with confidence.

With ongoing support, regular reviews, and personalized advice, we ensure your financial plan evolves with you, keeping you on track for lasting success.

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