Find Top Financial Advisors in Logan, Utah

David is responsible for advising clients and managing their portfolios. Because he is so client-focused, he serves as the perfect bridge between the Wealth Management and Investments sides of the business, effectively communicating market updates to both clients and team members.

David joined the team in May 2022 after 25 years working at Charles Schwab. He started as a Senior Analyst in 1997 before becoming a Senior Portfolio Manager and heading up Schwabs Market Analysis division. He also chaired the Investment Committee for Schwab Managed Portfolios"  ETFs. In these roles, David was responsible for market and economic research, tactical asset allocation, ETF selection and investment risk management.

Prior to Schwab, David was in banking and traded commodity and financial futures on the Kansas City Board of Trade. In 1990, he graduated with a bachelors degree in Economics from the University of Kansas and earned a CFA Charter Holder designation in 2003.

David enjoys building enduring relationships with clients and helping them achieve their financial goals. He excels at making complex concepts easier to understand for clients that may not closely follow what is happening in the markets.

Outside of work, he and his wife enjoy spending time with their three children and two grandchildren as well as participating in outdoor activities like mountain biking and skiing.

Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals.

At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER^™ practitioners (CFPs^®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.

We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.

What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.

Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.

At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.

Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.

North Capital is a leading provider of transaction technology and brokerage services for the primary issuance of exempt securities, and we are driving the evolution of clearing, custody and secondary markets through innovation using distributed ledger technology (blockchain).

We create and deliver services, utilizing our proprietary API functions and investor platforms, through our SEC-registered broker dealer, North Capital Private Securities Corporation. Since 2017, we have been involved in developing open source smart contract technology and the tokenized securities market, with the conviction that blockchain technology will transform private markets.

Our Registered Investment Advisor, North Capital Inc. was founded in 2008. The firm's founder, Jim Dowd, started the firm after spending 20+ years as an Institutional Asset Manager, with the goal of bringing institutional-grade advice to retail clients. North Capital Inc is headquartered in Salt Lake City, UT, with a branch office in Sea Island, GA.