Adams & Associates, Inc.

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Bath, NC
Adams & Associates, Inc.

We are a Comprehensive Financial Services Firm that Helps Clients Achieve Long-Term Goals. Cambridge and Adams and Associates, Inc. are not affiliated.

We are a comprehensive financial services firm, dedicated to improve clients long-term financial success. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

07/03/2026

As we approach this historic Fourth of July, we’re proud to honor 250 years as a nation and celebrate the spirit of independence with our community. Our team at Adams & Associates Inc wishes everyone a safe and meaningful holiday.

Please note that our office will be closed on Friday, July 3rd. We’ll return on Monday, July 6th and respond to all messages as soon as we are back.

We hope you enjoy the long weekend with family and friends.

06/25/2026

What does it mean to work with an independent firm?

At Adams & Associates, Inc., it means we are not tied to any one company, so our focus stays on what matters most: you.

Here is what that looks like:

🔹Unbiased guidance based on your goals
🔹Flexible solutions tailored to your needs
🔹A fiduciary approach that puts your best interests first
🔹Two professionals working together on your behalf

We have proudly been independent since day one. Mike has been providing investment and financial services since 1992, and when Alex joined in 2019, she brought a modern approach to asset management and technology to better serve today’s clients.

If you have questions about your financial strategy or know someone who could benefit from a second opinion, we are always here to help.

Feel free to reach out anytime: www.adamsandassociatesinc.com

05/19/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

05/15/2026

This month, we're inviting you to take a closer look at your financial knowledge. How confident are you in understanding key investing concepts, retirement planning essentials, and the factors that shape your long-term wealth? Swipe through our quiz to put your skills to the test.

As always, our team at Adams & Associates Inc is here to support you. If reviewing these topics brings up any questions about financial planning or your overall strategy, we encourage you to reach out. We're here to help you move forward with clarity and confidence.

05/12/2026

Graduating with student loans or other debt is more common than many people realize. Debt can feel overwhelming, but having a clear plan can make a meaningful difference in your long-term financial stability.

Here’s a simple way to start taking control of your post‑graduation debt:

• Begin by listing all your loans, credit cards, and outstanding balances so you have a full picture of what you owe.
• Note each interest rate and minimum payment to help you prioritize repayment strategies.
• Plan your monthly payment approach to keep debt manageable and prevent it from sn*******ng.

Our team at Adams & Associates Inc is here to help recent graduates build a strong financial foundation. If you’d like guidance on your broader financial plan, including investment strategies or retirement planning, reach out anytime.

05/10/2026

Our team at Adams & Associates Inc wishes a warm and heartfelt Happy Mother’s Day to all the moms, grandmothers, and maternal figures who support their families every day.

From early mornings to long nights, your dedication makes a lasting impact. We are grateful for everything you do.

Whether you’re celebrating your own mother, honoring a partner, or recognizing someone special, we hope your day is filled with appreciation and connection.

05/04/2026

As your family grows, protecting your financial future becomes even more important. Life insurance can offer stability, security, and peace of mind as you navigate major life changes like marriage, children, and long-term planning.

Our team at Adams & Associates Inc is here to help you understand your options and choose coverage that supports your family’s goals. Ready to review your current policy or explore new coverage?

Give us a call for a personalized conversation about what’s right for you.

04/23/2026

Financial planning for college can feel like a big task, but the right strategies make it far more manageable. Several smart savings tools are designed to help families prepare for future education costs.

Swipe through to explore some of the most common options available to parents and guardians.

If college is still years away for a child in your life, starting early can make a meaningful difference. And if you have questions about investing, savings strategies, or your overall financial plan, our team at Adams & Associates, Inc. is always here to help.

(Content prepared for Adams and Associates Inc by Levitate)

04/10/2026

April is Financial Literacy Month, and our team is committed to helping you understand the key steps to manage, protect, and grow your money. Building financial literacy can give you the confidence to tackle goals like debt reduction, retirement planning, and long‑term wealth management.

Swipe through to explore practical insights from our financial advisors in North Carolina.

If you're ready to review your financial strategy, give us a call at (252) 923-0845. We're here to support your planning every step of the way.

04/07/2026

Spring is in full swing, and our team at Adams & Associates Inc is enjoying the longer days and renewed energy this season brings. It’s a great time of year to revisit your financial goals and make sure you’re on track.

If you’re thinking about updates to your financial planning, retirement planning, or investment management strategies, we’re here to support you. Let us know how we can help you make the most of this season.

Address

424-A Carteret Street
Bath, NC
27808

Telephone

+12529230845

Website

https://www.adamsandassociatesinc.com/

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