Adams & Associates is a Financial Advisory firm located in Blandon, PA.
Our broker dealer, Cadaret, Grant & Co., Inc., has no proprietary products and maintains a reputation for quality service and integrity. Because Adams & Associates has no allegiance to any particular investment product, we are free to focus on the objectives of our clients.
Our advisory services include; Investment Planning & Asset Allocation, Protection Planning, Retirement Planning, Estate Planning, Income Tax Strategies, Education Planning, and Financial Planning for Business Owners.
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James L. Adams, CFP™, ChFC, CLU
Certified Financial Planner
Jim began his career in the financial services industry in 1984 with a national brokerage firm. In 1999 he founded Adams & Associates, a Financial Advisory Firm.
Jim is a practicing financial planner with more than 25 years of broad-based experience in financial planning for high net worth clients on investments, retirement, insurance, taxes and estate planning. He also serves as a member of the firm's Investment Committee, which is responsible for researching, monitoring, and recommending equity, fixed-income, and alternative investments for clients.
He holds the designations of Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Jim is a current member of the Financial Planning Association and is a well-known and respected speaker on a wide range of financial subjects. Jim addresses local audiences on radio station WEEU where he helps listeners understand the financial planning process.
Angelo started his financial advisor career in 1999. He assists clients in achieving their financial goals focusing on retirement planning, estate planning, and overall asset management. He helps devise income strategies during retirement so clients can maintain their desirable lifestyle. Currently, Angelo is working toward the Certified Financial Planner certification.
He graduated and holds a Bachelor of Science degree from DeSales University. His areas of study centered on business and psychology.
Gary joined Adams & Associates in June 2002 with 24 years of analytical laboratory experience. He assists clients with their equity and fixed income portfolios through the use of quantitative and tactical models to help take the emotional responses such as overconfidence, herding, and anchoring out of the investment process. Gary also serves on the firm’s Investment Committee, which is responsible for researching, monitoring, and recommending equity, fixed-income, and alternative investments for the firm’s varied clients.
Karen L. Byerly
Karen Byerly joined Adams & Associates in 2004. She assists individuals and business owners with life, disability, and long-term care insurance needs as it pertains to each stage of life.
Jeremiah D. LoCascio
Jeremiah joined Adams & Associates in July 2011. After serving in the United States Air Force, Jeremiah owned a small business for 8 Years before becoming an Associate. In addition to working with individuals and families, he will use his years of business experience and degree in business management to work with local businesses to help them succeed.
Jeremiah continues to further his education and is working toward the Certified Financial Planner certification. He takes pride in educating youths on achieving their goals by speaking at local schools on entrepreneurship and business.