Experience & expertise matters.
Our financial and tax planning team, with over 100 years of experience,
has helped more than 600 families across the United States.
Brian j. Adair
President & Founder
Brian was born, raised and currently resides in Mt. Lebanon, PA, a Pittsburgh suburb. As one of seven children, born of depression-era parents, he grew up with the deeply held values of hard work and money management. Budgeting money in a family of nine was an early lesson in finance. Proudly though, each one of his siblings graduated college because of the determination of his parents to help them succeed. His father was an engineer who eventually started his own company. His mother founded a home health care agency that Brian operated for 20 years. Brian earned his Bachelor’s degree in Business Administration from LaRoche College. He then continued his studies at Duquesne University to earn his Master’s degree. Watching families spend their life savings on quality care inspired him to help people preserve their hard-earned wealth.
Brian’s groundbreaking vision to protecting and preserving personal wealth paved the way to establish Adair Financial Group in 2004. It is a comprehensive, solutions-driven firm, well known for high standards and business ethics. His client’s needs are addressed in a collaborative fashion by using the client’s advisory team of financial, legal and tax experts, often representing multiple generations of families. Adair Financial Group can handle any case regardless of the complexity and is unique in that the intellectual property is not reserved for just the ultra wealthy client. He genuinely cares about the well-being of his clients and can proudly say he personally knows them and their families. “It’s rewarding to know that the services Adair Financial Group provide truly make a difference to the families and generations to come.”
In 2012, the National Senior Market recognized Brian as a “Finalist for Advisor of the Year”. This accolade was quite an honor considering, Adair Financial Group was less than ten years old and only five advisors were recognized. In addition, Brian was recently inducted into the “Top of the Table - Million Dollar Round Table” organization. This elite industry group recognizes top financial services professionals. His designation as the “Top of the Table” is only awarded to the top 1% of the top 1% of financial professionals – internationally.
Pattie Adair Morgan
CDFA Certified Divorce Financial Analyst™
Investment Advisor Representative
Patricia Adair Morgan has been involved in the financial and business world of Pittsburgh since 1981. Pattie was one of the first female traders in Pittsburgh, serving as a municipal bond trader, a stock and government bond trader, a registered representative and as an options trader.
In today’s world, women need reliable financial advice more than ever. Whether strategizing for a professional preparing for retirement, a widow, a recent divorcee or a parent with a special needs child (a particular field of interest), Pattie’s financial knowledge, combined with years of business experience, enable her to provide clients with sound financial tactics.
A primary focus for Pattie is the divorce arena. Her investment knowledge and experience is expertly utilized at Adair Financial Group. Pattie first analyzes a client’s tax returns, as well as investment and financial statements; then enters the financial data into our unique divorce financial planning software, developing an equitable distribution financial strategy. When warranted, Pattie compiles a “Historical Lifestyle Analysis” (a twelve month audit of all spending sources), often of vital importance if alimony proves to be a factor in divorce proceedings. She illustrates both the short and long-term effects of all equitable distribution proposals, thus providing the client with an image of the division, not to mention clarity on whether the division truly is equitable.
Pattie, the mother of one son, has extensive volunteer experience that includes being a member of LAOH, an Irish heritage organization active in supporting local and national charities; Allegheny College Parents Association; Past PTA President, Hoover Elementary School in Mt. Lebanon; Past CCD Instructor, Our Lady of Grace Parish; and the Founding Vice President of Friends of Mt. Lebanon Percussion.
Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser. Adair Financial Group is not a registered entity or a subsidiary or a control affiliate of NewEdge Advisors, LLC.
Director of Settlement Planning
Rick has been a successful investment advisor in the Insurance and Personal Injury Settlement arena for over 35 years. He has professional sales and management experience in the areas of annuities, life insurance, financial services, trusts and settlement planning. Rick was a Registered Representative with Kidder Peabody and Smith Barney for over 20 years and is certified as an Asset Management Advisor with Huntington National Bank.
Rick works closely with judges, attorneys, and claims handlers in pretrial and settlement conferences, traveling nationally as a settlement negotiator. He has served as a guest speaker for lawyers and professional claims associations on the topics of Structured Settlements, negotiations, investments and financial planning.
Rick enjoys and understands the unique specialties involved in the Settlement Planning industry. He has developed successful relationships with Life Insurance Companies, Trust Companies, Personal Injury attorneys, financial planners, Estate Planning and Elder-law attorneys. His focus is on serious personal injury claims including medical malpractice, wrongful death, products liability and Mass Tort claims. He also has an extensive background in the area Federal Estate Tax planning. Rick is an original member of the National Structured Settlement Trade Association and is currently on the Board of Directors of the Society of Settlement Planners. He is a former quarterback at Otterbein College in Westerville Ohio and a graduate of Kent State University. Rick has been married to his wife Cindy for 48 years and has 2 children and 4 grandchildren.
Regional Director, Southeastern division
Reynolds Whatley is the Southeastern Regional Director for Adair Financial Group. Reynolds joined AFG because his business owner and attorney clients expressed a desire for comprehensive planning in complex areas such as:
Government Benefit Protection, and
Medicare Secondary Payer Compliance
Reynolds’ comprehensive financial planning expertise, complement his knowledge of the aforementioned services. Without proper planning and professional guidance, many families are at risk of being taken advantage of and losing what they have worked so hard for.
Reynolds began his career in the settlement planning business in 2004 when an attorney asked for help creating an income stream for his disabled claimant. Reynolds began working with those injured as a result of auto accidents, defective products, wrongful death actions, and mass tort actions. Attorneys now rely on Reynolds to attend mediations, listen to their clients express unique wants and needs, educate them about the options available, and craft personalized plans for their clients.
Business owners appreciate Reynolds’ attention to detail regarding areas of planning including: employee retention, business continuation, and wealth transfer. In regard to financial planning philosophy, Reynolds believes obtaining a sound defensive planning strategy is paramount to allowing his clients to pursue more aggressive offensive strategies.
By way of background, Reynolds was born and raised in Birmingham, Alabama and is fortunate to have lots of extended family in town. First attending Western State College of Colorado, Reynolds finished at the University of Alabama at Birmingham with a minor in Spanish and major in International Political Science. His sales career began in 1994 when a local manufacturer courted Reynolds, while he was still attending school. In 1997, at age 26, he made the transition to financial services where he began building his planning practice. Through his work with business owners and attorneys, he has earned numerous company and industry awards for planning excellence. Reynolds has developed a unique understanding of the medical, emotional, and financial needs of injury victims inside and outside of litigation.
Outside of professional duties, Reynolds enjoys most anything outdoors; exercising, fishing, and volunteering time with various organizations. While having the privilege of assisting injury victims and loving his work in the settlement planning business, Reynolds believes that giving without the chance of receiving in return is life’s ultimate gift.