John Adair

About John Adair

I’m a CPA and financial advisor who helps small business owners and families simplify their finances and make confident decisions.With more than 15 years of experience, I’ve seen how overwhelming taxes, investments, and business finances can become—especially when advice is fragmented across multiple professionals. I founded Adair Advisory Group to change that.My approach is straightforward: integrated advice, one trusted relationship. I combine proactive tax planning with comprehensive financial and wealth management so nothing is looked at in isolation.I work with clients on:• Reducing taxes through proactive planning• Retirement and long-term financial planning• IRS and tax resolution matters• Improving business cash flow and decision-makingAs a CPA and financial advisor, tax implications are always part of the conversation—not an afterthought. That means fewer surprises, clearer decisions, and better outcomes.If you’re looking for clarity, coordination, and a second set of experienced eyes, feel free to message me here on LinkedIn or email j•••••@adairadvisorygroup.com.I’m always happy to connect or offer a second opinion. An initial consultation is complimentary.Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019.

Experience

1. Founder

   Adair Advisory Group Llc

   Sep 2013 — Present · West Palm Beach, FL, US

   Providing tax preparation, tax planning, IRS representation, payroll processing, comprehensive accounting/bookkeeping services and financial services to both individuals and businesses. Quickbooks Advanced Certified.

Education

• Naval Academy Preparatory School

  Bachelor of Science (B.S.), Economics

  1987 — 1988

• The Johns Hopkins University - Carey Business School

  MBA, General Business

  2001 — 2006

• Valley Forge Military Academy

  HS Diploma, General Studies

  1984 — 1987

• United States Naval Academy

  B.S., Economics

  1988 — 1992

Skills

• Sql Server
• Vb.net
• Inventory Management
• Web Design
• Mysql
• Benchmarking
• Vba
• Productivity Software
• Xhtml
• Ssas
• Javascript
• Budgets
• Finance
• Accounting
• Budgeting
• Financial Analysis
• Sql
• Visio
• Filemaker Pro
• Business Intelligence
• Xbrl
• Data Analysis
• Tax
• Six Sigma
• Ssis
• Kpi
• Sap
• Lean Sigma
• Databases
• Sdk
• Ssrs
• Business Planning
• Xml
• Excel
• Quickbooks Pos
• Ssms
• Business Analysis
• Bloomberg Terminal
• Market Analysis
• Microsoft Office