Larry D. Adams, CPFA®, AIF®, is a Partner and Senior Financial Advisor at FJY Financial. Since entering the financial industry in 1986, Larry has been dedicated to providing exceptional service to his clients. He serves as a trusted advisor to his clients by helping them gain clarity about the financial goals and values that are most important to them.
In 2005, he founded LifePointe Financial Partners on the principle that clients’ interests always come first. Larry joined FJY Financial in 2014 with the merger of LifePointe Financial Partners and FJY Financial. As a partner of FJY Financial, Larry continues to serve his clients as a Senior Financial Advisor by providing independent coordinated advice with a focus on corporate retirement plan consulting, as well as wealth management and financial planning services, to business owners, retirees, and professionals. Larry also serves on the firm’s Investment committee and is the manager of the Midland office.
As a Certified Plan Fiduciary Advisor (CPFA®) and an Accredited Investment Fiduciary, (AIF®), Larry has an expertise in helping companies of all sizes and from a variety of industries design a qualified retirement benefit plan to meet their company goals and maximizes employees’ probability of achieving financial independence. His expertise has helped retirement plan sponsors to successfully navigate their fiduciary responsibilities while delivering best in class retirement solutions that engage and empower their employees for financial success.
In 2018, Larry authored the book “DESIRED RETIREMENT”- 401(k) Design to Help Employees Stop Wishing and Start Investing.”
Larry holds the professional designations of Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®) and is a member of the National Association of Plan Advisors (NAPA).
On a Personal Note
Larry and his wife, Carolyn, are proud grandparents to four beautiful grandchildren and enjoys spending as much time as possible with his family. They recently purchased a cabin in the Sierra Blanca mountain range in Ruidoso, NM and they escape there whenever they have the chance. Larry is forever in pursuit of the perfect golf swing, so if you don’t find him on the course, he will be on the driving range.