Adero Partners

Adero Partners is excited to be named among Forbes 2024 Top RIA Firms list for the second consecutive year! “Our recognition on the Forbes Top RIA list is a testament to Adero’s client-first mindset, continually seeking new tactics and striving to maximize our clients’ current and long-term wealth,” said Adero CEO Michael Spector. “We congratulate other firms for their placement. Adero is honored to be part of this elite group, and we recognize the hard work our advisors continually put into making the client experience successful.” Learn more about the accolade here: https://lnkd.in/gQ9_dB3w -- Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. For a more detailed description of the criteria used with respect to the awards and recognition granted to the Firm or the Firm’s individual employees, see here: https://lnkd.in/gN37x7Fy

Meet Angel Davis, our new Financial Planning Associate in Rocklin, CA! Angel is passionate about cooking new recipes, listening to new album releases, and prioritizing quality time with family. In her free time, she enjoys educational podcasts and spending time in nature. Welcome to the team, Angel! #WealthManagement #FinancialPlanning #Hiring

Rates may be falling, but it's important to control your household expenses and save money if you are in the housing market this fall or winter. Great wealth advisor perspective shared by Adero Partners with Barron's and MarketWatch. https://lnkd.in/eNnqsDDj #WealthManagement #FinancialPlanning #RateCuts

Adero Partners Wealth Advisor Regan Smith, CFP® was recently interviewed for a Barron's article on the impact fed rate cuts may have on younger Americans. The housing market is likely to remain expensive until more new construction comes on the market, increasing the supply of homes for sale. Indeed, lower interest rates tend to increase housing prices, says Regan Smith, CFP®, That’s just one example of why—even in the face of falling interest rates—young families should stick to the basics of personal finance: Control expenses and save as much as possible. Read the full article here: https://lnkd.in/guqtDAPW #WealthManagement #InterestRates #Housing -- The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise. Advisory services are only offered to clients or prospective clients where Adero and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Adero unless a client service agreement is in place. For further information about this LinkedIn post, please contact us.

Adero Partners is excited to announce our partnership with Wealth.com to help provide comprehensive estate planning services to our clients nationwide! Learn more about our partnership with Wealth.com here: https://lnkd.in/g8D-G2Ai To learn more about estate planning, read our recent article here: https://lnkd.in/gGTgtxUu #estateplanning #wealthmanagement #partnership -- The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.

Meet Tavin Blair, our new Operations Associate in Pasco, Washington! Tavin is passionate about his faith and strives to be a positive presence in the lives of those around him. Outside of work, he enjoys hanging out with friends and family, golfing, snowboarding, or doing any activity outdoors. He's also a fan of the Seattle Seahawks and college football🏈 Welcome to the team, Tavin! #newhire #wealthmanagement #aderopartners

We're proud to announce that Adero Partners has been named among the Top 100 RIA firms by Barron's for 2024! Thank you to our dedicated team and wonderful clients for all that you do. Here’s to continued success! Read the full list and learn about the ranking methodology here:  https://lnkd.in/eCP8fPjB #AderoPartners #Top100RIA #Barrons2024 #FinancialServices -- Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see above for a more detailed description of the criteria used with respect to the awards and recognition granted to the Firm or the Firm’s individual employees.

Congratulations to our 13 partner firms named to Barron's 2024 List of Top 100 RIA Firms! This ranking honors the nation’s leading wealth managers who continue to set new standards of excellence for the industry. We are so proud of our partner firms for their commitment to client service, growth, innovation, and entrepreneurial spirit. Please join us in congratulating these firms: Buckingham Strategic Wealth | The Colony Group | Williams Jones Wealth Management | Bartlett Wealth Management | Summit Financial Wealth Advisors | Douglas C. Lane & Associates, LLC | Joel Isaacson & Co., LLC | Edge Capital Group | Crestwood Advisors | Badgley Phelps Wealth Managers | Kovitz | Adero Partners | Bordeaux Wealth Advisors https://lnkd.in/eCP8fPjB

Election cycles can spur erratic investor behavior and market volatility, impacting your portfolio. Adero’s Chief Investment Officer Greg Warner, MBA, CFP® shared his thoughts with U.S. News & World Report on some ways clients can protect their retirement savings throughout the 2024 election cycle. “Stock markets have historically rewarded investors with equivalent long-term returns irrespective of which party was in the White House,” he said. “While there can always be short-term volatility, the long-term economic dynamics of consumer spending–a primary driver of economic growth–help underpin the stock market.” For tips on stabilizing your retirement portfolio in times of volatility, read the full article here: https://lnkd.in/gFtNRYqs #Retirement #FinancialPlanning #Election -- The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.

Private credit strategies can diversify portfolios and help clients meet their financial goals. Adero Partners Principal and Wealth Advisor Evan Rothschild, CFA CFP® was recently featured in an InvestmentNews piece where he shares his insights on the benefits and potential drawbacks of private credit.    Read the full article here: https://lnkd.in/gT4T4qSR   #Investment #PrivateCredit #FinancialServices -- The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.