We help our clients design and implement a customized plan focused on pursuing life dreams and financial goals. We do this by providing quality guidance, education, and service with a truly personal relationship. Please take some time to learn more about us, how we help our clients, and what we can do for you.

Who We ARE

The goal of the founders of ADK Wealth Advisory Group was to create a financial firm that was centered on the client. At their first firm, Dan and Cory saw the perils and pitfalls of proprietary products and advice before analysis. Our firm will always strive to fully understand your situation before making any recommendations. We view our role as educators, helping our clients to understand their many options in a complex financial world. Since trust is essential, we strive to have a truly personal relationship with each client.

OUR SERVICES

Services

Wealth Management

Your investment management decisions are driven by your needs and goals, not our desire to sell products. Once we have a working plan, we will tailor your investments to meet your needs. Unlike many financial advisors, our team's background is in finance, not sales. We combine cutting edge mathematics and technology with analysis to choose from some of the premier money managers. Our philosophy focuses on reducing risk through true diversification including alternative investments.

Retirement Planning

Retirement is a serious life event. Like all of life's most important decisions, we should attempt to fully understand our situation, our objectives, and our options before we begin to make real choices. Then, we need real advice that can help implement that plan. Investors have been through a whirlwind over the last few years, which brings home the need for real diversification. Nevertheless, we often find that the critical decision was not just how to invest, but could be when to retire or how to save. Without knowing the questions, it is difficult to know the answers.

Tax Planning

We can help you develop strategies to minimize your tax exposure during all phases of your life. Many people overlook relatively simple strategies to reduce their overall risk of taxation. Our modelling can help you reduce your tax exposure today while planning for tomorrow. We frequently work with CPAs and other tax professionals to make sure the advice you receive from all of your advisors is compatible and working in your best interest.

Estate Planning

ADK can help you develop customized strategies to help pass on your assets when you decease. Detailed planning is often crucial to truly understand your needs and your options. We will work with your attorney to draft a plan tailored to your desires. While many of us focus only on today, planning our legacy is not to be overlooked.

Protection Planning

We integrate your protection strategy into the rest of your financial plan. We can discuss various life insurance strategies and compare the various costs and benefits. We can review your property and casualty insurance to make sure you are appropriately covered. We also provide Long Term Care insurance for later in life.

Planning for Major Life Events

We also plan around other special situations. We are adept at dealing with needs for education. We have experience with families with special needs members. We have several entrepreneurs and small business owners as clients. Your needs are as unique as you are, and we want to help.

OUR TEAM

Team Member Gallery

Dan Davis, CFP®

Dan Davis is ADK Wealth Advisory Group’s Co-founder & President. His financial planning career began in 1988 after graduating from Drake University with a finance degree. He completed the CFP® in 1997. Sam Miller, Rich Kurowski, Justin Dickerson, Scottie Kenley and Misbah Faniad are key team members. Dan is a past St Louis FPA President. He has four adult children: Blake, Morgan Kenley, Mia and Marissa. He serves on Cup of Nations and The Nashville Table Christian ministry teams.

Cory Kraft, CFP®

Cory Kraft is a co-founder and principal of ADK Wealth Advisory Group. Cory has a degree in Public Adminsitration from Drake University. He completed the CFP® in 1997. He is assisted by Donald Vaught and Drew Black. Cory has four children. Cory is an instrument certified pilot.

Donald Vaught

Donald Vaught joined ADK Wealth Advisory Group in 2004 straight from graduate school where he studied mathematical finance at the University of Missouri -- Columbia. Besides his duties with client service, Don heads up the firm's research and technology operations. Don has three children. In his spare time, Don is a voracious reader and board game enthusiast.

Sam Miller

Sam joined ADK Wealth Advisory Group in 2006. He graduated from the University of Missouri with a degree in Personal Financial Planning. Besides his role as a Financial Planner, he is also the firm's Compliance Associate. Sam is a past president of the Greater St. Louis chapter of the Financial Planning Association (FPA).

Rich Kurowski, CFP^®

Rich Kurowski joined ADK Wealth Advisory Group in 2011 as a Client Service Associate. He received his MBA degree from Southern Illinois University - Edwardsville. Rich and his wife Marsha have two daughters. He is active in the St. Louis Financial Planner’s Association and also volunteers with Catholic Charities of Southern Illinois. In his spare time, he enjoys golf and family activities. Rich is a fan of college basketball in the winter and Cardinals baseball in the summer.

Drew Black

Drew Black joined ADK in 2008 as a Client Service Associate. Drew attended the University of Missouri -- Columbia and has his degree in Personal Financial Management. Drew assists everyone in the office. In his spare time, Drew is an outdoors sports and bicycling enthusiast.

Justin Dickerson

Justin graduated from Lawrence University in Appleton, WI with a bachelor’s degree in Economics and a concentration in Innovation & Entrepreneurship. As an Investment Service Specialist, he provides assistance and support in every way possible—from completing forms and compiling information, to communicating with clients, to scheduling meetings and events. Read More

Scottie Kenley

Scottie Kenley joined ADK Wealth Advisory Group in 2022 as a Client Service Associate. Scottie graduated from the University of Tennessee – Knoxville with a degree in Business Analytics. He works in step with Dan, Sam, and Justin to provide exceptional service to our clients. Outside of work, Scottie enjoys sports such as football, basketball, and Formula 1, as well as spending time with his wife Morgan.

Dan DAvis Market Updates

Videos

Financial Markets & Election Results 2024

30+ years ago, I heard one of our top portfolio managers say, "When your party losses an election you think the markets will tank. When your party wins you think the markets will do great". He then went on to teach me Fed Policy, the economy and corporate earnings are the key variables. I have observed election risk can add fuel if something happens but is not the main catalyst to pre-election volatility. However, the few days after an election are driven more by the election being over than anything else.

ADK Market Update August 2024

Friday and Monday market conditions can spook investors, but it should not scare our clients. This is why we started reducing equities and moving growth to value throughout the year. We also eliminated Japan from our model. This current shock started with the "Japanese Carry" trade unraveling. It is impossible to determine where this goes. If it turns up quickly we will do very little. If this is a bloodletting we will use it to increase our equity allocation and growth equity positions (a reversal of earlier moves). Time will tell.

Aging in Place

Check out our latest comprehensive planning video where Dan & Tim Vosse discuss the My Circle advisor group and the "Life at Home" planning solutions they offer for senior living.

ADK Geopolitical Update April 2024

Check out Dan's latest market update video where he outlines the recent geopolitical unrest and its effect on the overall market, along with updates on the inflation rate and our overall investment strategy.

ADK Market Update March 2024

Check out Dan's latest market update video where he reflects on the first quarter of the year and provides background on updates to the ADK investment model throughout 2024.

ADK Market Update 2023 Recap

Check out Dan's latest market update video where he reviews our journey through 2023 and thoughts on key market drivers in 2024 and beyond.

ADK Market Update November 2023

Check out Dan's latest market update video where he discusses themes surrounding the current market cycle and different economic sector performance.

ADK Market Update Oct. 2023

Check out Dan's latest market update video where he discusses recent geopolitical turbulence, its effect on market volatility and our investment model.

ADK Market Update July 2023

Check out Dan's latest market update video where he discusses our research perspective on stock & bond market recovery, along with current status of the economy.

MARKET OUTLOOK

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still grapples with policy uncertainty and remains range bound for the most part.

While it’s tempting to forecast a continuation of these trends, our analysis suggests an impending shift. The economy looks poised to cool down in the second half, which will have an impact on both policy and markets.

To navigate this evolving landscape, we leverage the expertise of LPL’s Strategic & Tactical Asset Allocation Committee (STAAC), which identifies potential risks and opportunities. In today’s higher-rate environment, the STAAC believes investors have more options. By prioritizing income generation and remaining patient and disciplined with equities, investors can navigate the upcoming potential uncertainty with continued success.

No matter what the markets and economy throw our way, LPL Research remains committed to providing the best possible guidance. It's a privilege to be in this role, and we truly appreciate the trust and confidence you continue to place in us.

VIEW LPL RESEARCH’S OUTLOOK 2024

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Contact Us

Phone 314.878.1489

12935 North Forty Drive
St. Louis, MO, 63141
United States

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