Adage Financial Consultants is a wealth management firm in Maumelle, Arkansas. The firm provides full-service retirement planning and investment advisory services, focusing on helping clients grow and protect their assets. Their expertise includes financial planning, retirement transitions, and lifetime income strategies.
The firm operates as a fee-based advisory company, functioning as an independent fiduciary to ensure that client interests remain the primary focus. Led by Founder and President David C. Templeton, RFC, the firm draws on over 30 years of industry experience. Through an affiliation with Royal Fund Management, the firm utilizes a diversified strategy involving no-load mutual funds and individual equities. Their approach involves analyzing thousands of funds for performance, expense ratios, and risk/reward profiles to assist clients in creating personalized income streams and managing market volatility.
Located on Chicot Drive, the office is situated near Lake Willastein Park and Lake Willastein. The business is a short drive from the Maumelle Police Department and Academic Plus Charter School.
Adage Financial Consultants is recognized for its long-term client relationships and its commitment to providing clear, personalized recommendations. The firm is known for its dedication to helping clients navigate complex financial challenges, such as inflation and market fluctuations, with a focus on protecting principal while seeking market opportunities.
With decades of experience and a client-centered mission, Adage Financial Consultants remains a dedicated partner for retirement planning in Maumelle.