Adair Financial Group | Financial Advisor in Pittsburgh ,PA

The Bourse Shops at Virginia Manor
2275 Swallow Hill Road, Building 400
Pittsburgh, PA 15220
Phone: (412) 429-4770

We Educate, Plan, Accumulate, Protect, Manage Inc. & Listen


About

We are a full service wealth management firm that not only helps clients prepare assets for themselves and their heirs but also help prepare heirs for assets. We look beyond the money to include developing a relationship with the entire family and addressing their needs in the accumulation and distribution of wealth and the successful transition of wealth.

Wealth can include your family name, knowledge, health, spirituality, family unity, support of community, as well as cash bonds, equities, ownership interests and real property.

23 Years of Experience



General Information
Insurance License#:   495854
Name of Broker/Dealer:   Mid Atlantic Capital Corp & Mid Atlantic Financial Management
Name of Custodial Firm:   National Financial Services
States Licensed in:   PA OH WV NC FL IN NJ GA CO
Number of Years with Current Firm:   4
Work Experience:   I have been in the financial services industry for over 20 years which
included many different market cycles. I began my career working
in the institutional investment consulting department of a fotune
500 firm. I then worked as an investment consultant for a smaller
boutique investment consulting firm in Pittsburgh, PA before
leaving to help run a large investment firms portfolio.

Leaving that firm I lead a team of investment officers and ran
portfolio's for one of the countries largest banks before leaving to
become and independent financial advisor.
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance , Bonds , Commodities , Stocks , Annuities , Mutual Funds , Options & Futures , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Variable Annuity , Life , Annuity
Financial Organization Memberships:   CFA Society of Pittsburgh


Firm Information
Advisor's Number of Clients:   < 100
Advisor's Number of Managed Clients:   < 100
Advisor's Number of Planning Clients:   < 100


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   250,000


Board Positions
Organization:  Easter Seals of Western PA  Pittsburgh
Position :  Board Member
Duration :  June 2011-Currently holding

Organization:  Freedom Life Center  Pittsburgh
Position :  Board Member
Duration :  September 2012-Currently holding


Education
Master of Business Administration - Finance  Duquesne University - Pittsburgh
September 1991-December 1993

Bachelor of Science in Business Administration - Finance  West Virginia University - Morgantown, WV
September 1987-May 1991



FAQs

  • Do you have a customer satisfaction or refund policy? We are fee based and you are welcome to leave at any time if you are not happy with our services.
  • What are your qualifications? What is your education background? I receive the Chartered Financial Analyst designation in 2004 and have a Master's degree in Business Administration from Duquesne University with a concentration in Finance and a Bachelor's of Science in Business Administration with an emphasis in Finance from West Virginia University.
  • What is your approach to financial planning? We believe financial and estate planning are the key drivers to being successful in any form of asset management. We take a holistic approach by working with your attorney, CPA and any other professions that are on your team.
  • What services do you offer? Financial Planning, Retirement Income Planning, Asset Management, Wealth Preservation, Defined Benefits implementation and Planning.
  • How many clients do you currently manage? I keep my family relationships to less than 100 families
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DISCLAIMER

*Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. Adair Financial Group, LLC is not a registered entity or a subsidiary or control affiliate of MACC or MAFM.

Dale M. Dominick, CFA

Dale M. Dominick, CFA

CFA

Biography


I lead a team of wealth management specialists who create customized solutions for individuals, families and businesses by giving advice in estate planning, investments, insurance, retirement income planning and employee benefits.

I have experienced events in my life that led me into this business. I watched my father lose his job to the economic downturn of the 1970?s. I saw first hand how important it was to be prepared for whatever life throws at you ? both the good and bad. The fact that my parents were prepared financially and did not let emotions change their plan enabled them to successfully navigate their family, which included myself and three brothers, through that difficult time is what gets me excited about helping others.

Often emotions get in the way of making the best decisions. I work with individuals to help them make financial decisions that will affect every aspect of their life, from growing their nest egg, to creating retirement income, to planning for their kids and grandkids, to managing for their financial longevity, and to their charitable giving. In other words, work to increase their net worth and reduce their worry.

Registered Representative of and securities and investment advisory services offered through Mid-Atlantic Capital Corporation, Member SIPC. Mid Atlantic Financial Management and Adair Financial Group are not affiliated.

Specialties: Asset Management, Insurance, Financial & Retirement Income Planning, Trust Services, Employee Benefits and 401k Administration.

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My Services


Financial Advice & Consulting

Our financial advisory services are customized to meet each client's individual needs. Adair Financial Group has a common goal - to completely understand your financial situation so that we can create uniquely customized strategy and plan to get you on track - and more importantly keep you on track through market cycles and life events. We believe that thorough financial evaluation and a solid financial plan are essential for investment success. While no methodology can guarantee success, having a solid financial plan is the most assured way of working toward and achieving financial success.


Financial Planning for Individuals

We can bring clarity and ease to all of your finances and help you develop a strategy that is right for you. Part of putting a financial plan in place means knowing what?s right for you ? how much or how little planning you need, and how active you want to be in the planning process. While we can help you create a plan and provide guidance, you ultimately have to be in charge of the decisions that impact your life and your financial situation. Taking control of those things you can control is an important first step. One area that many people outside the investment industry struggle with is the jargon and terminology. What?s the difference between planning and or guidance? There are advisers who are planners and planners who act as advisers. There are some who only provide planning for a fee, and some who do only the advisory work, leaving the planning piece for the investor to navigate. At Adair Financial Group we provide both planning and guidance, which when combined, it is often called comprehensive wealth management. This is where the planning focus and discipline is brought together with the adviser?s investment acumen and expertise. Of course, understanding the investor, and listening to his or her needs and concerns, is a key element of the comprehensive approach.


Financial Planning for Businesses

We can bring clarity and ease to all of your finances and help you develop a strategy that is right for you. These strategies can include, buy-sell agreements, key man, defined benefit implementation and many other aspects of running a business. Part of putting a financial plan in place means knowing what?s right for you ? how much or how little planning you need, and how active you want to be in the planning process. While we can help you create a plan and provide guidance, YOU ultimately have to be in charge of the decisions that impact your life and your financial situation. Taking control of those things you can control is an important first step. One area that many people outside the investment industry struggle with is the jargon and terminology. What?s the difference between planning and or guidance? There are advisers who are planners and planners who act as advisers. There are some who only provide planning for a fee, and some who do only the advisory work, leaving the planning piece for the investor to navigate. At Adair Financial Group we provide both planning and guidance, which when combined, it is often called comprehensive wealth management. This is where the planning focus and discipline is brought together with the adviser?s investment acumen and expertise. Of course, understanding the investor, and listening to his or her needs and concerns, is a key element of the comprehensive approach.


Communities Served

Adamsburg Aliquippa
Allenport Allison Park
Ambridge Apollo
Ardara Arona
Atlasburg Avella
Baden Bairdford
Bakerstown Beallsville
Beaver Belle Vernon
Bentleyville Bethel Park
Brackenridge Braddock
Bradfordwoods Bridgeville
Buena Vista Bulger
Bunola Burgettstown
California Callery
Canonsburg Carnegie
Cecil Charleroi
Cheswick Clairton
Claridge Clinton
Coal Center Cokeburg
Conway Coraopolis
Coulters Creighton
Crescent Cuddy
Daisytown Darragh
Delmont Donora
Dravosburg Dunlevy
Duquesne East Mc Keesport
East Pittsburgh Eighty Four
Elco Elizabeth
Ellsworth Elrama
Export Fayette City
Finleyville Freedom
Georgetown Gibsonia
Glassport Glenshaw
Grapeville Harrison City
Harwick Herminie
Hickory Homestead
Hookstown Houston
Hutchinson Imperial
Indianola Irwin
Jeannette Joffre
Langeloth Larimer
Lawrence Leetsdale
Lowber Madison
Manor Mars
Mc Donald Mc Kees Rocks
Mckeesport Meadow Lands
Midway Monaca
Monessen Monongahela
Morgan Murrysville
Muse Natrona Heights
New Eagle New Kensington
New Stanton Newell
North Versailles Oakdale
Oakmont Penn
Pittsburgh Presto
Pricedale Richeyville
Rillton Rochester
Roscoe Rural Ridge
Russellton Saxonburg
Scenery Hill Sewickley
Slovan South Heights
South Park Southview
Springdale Stockdale
Strabane Sturgeon
Sutersville Tarentum
Trafford Turtle Creek
Valencia Venetia
Verona Warrendale
Washington Webster
West Elizabeth West Middletown
West Mifflin West Newton
Westland Westmoreland City
Wexford Wickhaven
Wilmerding Wyano
Yukon Zelienople

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


S&P 500 Forecast
(12/31/2005)

Pittsburgh Society of Financial Analysts

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