Business Details
Your Trusted Financial Partner in Tampa, FL
At Adcock Financial Group, we are dedicated to delivering personalized financial solutions that empower individuals and businesses to achieve their long-term objectives. With decades of combined experience, our team of professionals leverages deep market knowledge and a client-first philosophy to design strategies tailored to each client's unique circumstances. We specialize in wealth management, estate planning, retirement consulting, and executive benefits, ensuring comprehensive coverage of financial needs across all life stages. Our commitment to fiduciary oversight and transparent communication fosters trust and accountability, enabling clients to navigate complex financial landscapes with confidence. We prioritize education and proactive guidance, helping clients understand their options and make informed decisions that align with their aspirations.Through a combination of institutional investment solutions and customized planning, we focus on wealth accumulation, preservation, and distribution to secure lasting legacies. Our collaborative approach extends to working with legal and tax professionals, ensuring holistic solutions that address every aspect of financial well-being. As an independent advisory firm, we maintain relationships with multiple carriers to provide unbiased recommendations that serve our clients' best interests. Our dedication to continuous learning and adaptation to regulatory changes positions us to offer forward-thinking advice in an evolving financial environment. Ultimately, we strive to be trusted partners in our clients' journeys toward financial security and generational wealth transfer.
Services
Wealth Management
Estate Planning
Retirement Consulting
Executive Benefits
Investment Advisory
Highlights and features
- We offer decades of experience in personalized financial planning and investment advisory services.
- Our fiduciary oversight ensures decisions prioritize client interests above all else.
- We provide customized estate planning strategies to minimize tax consequences and preserve wealth.
- Our retirement plan consulting includes comprehensive fiduciary education and compliance support.
- We maintain independent carrier relationships to secure optimal insurance solutions for clients.
Associations and certifications
- FINRA
Services
Wealth Management
Our wealth management services create tailored strategies for wealth accumulation, preservation, and distribution. We analyze individual financial situations to develop comprehensive plans addressing investment management, tax efficiency, and long-term goals. By combining institutional-grade solutions with personalized guidance, we help clients navigate market fluctuations while maintaining focus on their desired retirement lifestyles.
Estate Planning
Estate planning services focus on minimizing tax liabilities while facilitating seamless wealth transfer to future generations. We collaborate with legal professionals to design trusts, gifting strategies, and business continuation plans that protect assets. Our approach ensures clients' legacies align with their values while addressing complex considerations like charitable giving and special needs trusts.
Retirement Consulting
Retirement plan consulting provides fiduciary support for employer-sponsored programs. We offer investment due diligence, participant education, and compliance monitoring to maintain plan effectiveness. Our services include 3(21) and 3(38) fiduciary options, helping businesses manage legislative changes while improving employee retirement outcomes through customized education programs.
Executive Benefits
Executive benefits consulting develops non-qualified compensation strategies to attract and retain key talent. We design deferred compensation plans, supplemental retirement arrangements, and enhanced risk management programs that complement traditional benefits. These solutions help executives bridge retirement income gaps while aligning personal financial goals with corporate objectives.
Investment Advisory
Investment advisory services focus on constructing diversified portfolios aligned with risk tolerance and financial objectives. We implement independent investment solutions through rigorous market analysis and ongoing performance monitoring. Our approach emphasizes tax-efficient strategies and regular portfolio rebalancing to maintain alignment with evolving client needs and market conditions.
People
Johnny Adcock
Founder Emeritus
As Founder Emeritus, Johnny Adcock established the firm's client-centric philosophy through decades of financial services experience. He pioneered the organization's commitment to personalized wealth management solutions while mentoring subsequent leadership teams to maintain service excellence.
H. Brian Adcock
President
President H. Brian Adcock oversees strategic operations and client relationships. With extensive industry expertise, he ensures adherence to fiduciary standards while expanding the firm's capabilities in retirement plan consulting and executive benefits solutions.
Jenni Smith
Client Relationship Manager
Client Relationship Manager Jenni Smith serves as primary liaison for client portfolios. She coordinates financial planning initiatives and maintains ongoing communication to ensure clients receive timely advice aligned with evolving market conditions and personal circumstances.
Kristin Hayes
Retirement Plan Consultant
Retirement Plan Consultant Kristin Hayes specializes in employer-sponsored plan education and compliance. She develops participant communication programs and conducts fiduciary training sessions to enhance retirement readiness for corporate clients' employees.
Onterio Graham
Retirement Education Specialist
Retirement Education Specialist Onterio Graham delivers financial literacy programs to plan participants. He creates engaging educational content and provides one-on-one guidance to improve retirement savings behaviors and investment understanding among employees.
Questions
What financial planning services do you offer?
We provide wealth management, estate planning, retirement consulting, executive benefits, and investment advisory services tailored to individual and corporate client needs.
How do you approach retirement plan consulting?
Our retirement plan consulting includes fiduciary oversight, investment due diligence, participant education programs, and compliance monitoring to ensure plan effectiveness and regulatory adherence.
Can you help with estate tax minimization?
Yes, we design estate planning strategies that minimize tax consequences through trusts, gifting strategies, and business continuation planning while preserving family legacies.
What makes your executive benefits consulting unique?
We create customized non-qualified compensation plans that align executive retirement goals with corporate objectives, including deferred compensation and enhanced risk management solutions.
How do you select investment products?
We implement independent investment solutions through rigorous market analysis, focusing on diversified portfolios that align with clients' risk tolerance and long-term objectives.
Are you a fiduciary financial advisor?
Yes, we act as fiduciaries in retirement plan consulting and investment advisory services, always prioritizing client interests in accordance with regulatory standards.
