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 Jenna Carr are key team members. Dan is a past St Louis FPA President. Dan and Tori Davis have 9 children. Dan is involved with The City Table Community ministry and The Kingdom House Church.

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.

Jenna Carr

Jenna Carr joined ADK Wealth Advisory Group in August 2025 as an administrative assistant. She brings four years of experience as an administrative professional, providing organizational support and helping the team ensure smooth day-to-day operations. Jenna was born and raised in St. Louis, Missouri. Outside of work, she enjoys reading and training in jiu jitsu.

Dan DAvis Market Updates

Videos

Elder Care Discussion With Sherri Coates

Dan Davis is joined by Sherri Coates, co-founder of Care Patrol, to discuss elder care and how families can navigate the challenges of caring for aging loved ones. They cover when to consider additional care, how to avoid caregiver burnout, and ways to protect seniors from fraud and scams.

ADK Market Update - February 2026

ADK Market Update Q4 2025

In our year-end update, Dan reflects on the market year where early uncertainty gave way to stronger-than-expected growth. Both stocks and bonds delivered solid results, exceeding initial expectations as markets proved more resilient than expected.

Looking ahead, the economic outlook remains constructive with a low risk of recession, supported by continued spending. Dan also highlights that emerging risks remain, underscoring the importance of staying attentive in the year ahead.

Stock Market Volatility - November 2025

Given recent market declines, we thought an update would be helpful. If you have any questions, please don’t hesitate to contact us at any time.

-Dan and Team ADK

ADK Market Update Q3 2025

In our latest market update, Dan discusses how the markets have performed throughout the year: both stocks and bonds have delivered positive returns—stocks have exceeded targets since April lows, while bonds are aligning with expected 5–7% gains.

Despite slower economic growth, Fed rate cuts are supporting a soft landing, and financial dashboards show few signs of recession. International valuations have risen while U.S. markets continue to trade at a premium amid a weakening dollar and tariff pressures, suggesting continued choppiness but overall optimism through late 2025.

ADK Mid-Year Market Update 2025

In our latest market update, Dan unwraps the first half of 2025’s market moves— from geopolitical tensions and tariffs driving day-to-day volatility to our overall position in the market cycle. Our team maintains a consistent financial outlook, with expected volatility, positive stock returns, and moderate bond performance in the second half of the year.

ADK Stock Market Update June 2025

Check out the latest market updates from Dan and Team ADK.

Dan breaks down recent market moves—from the peak on February 19th through a measured decline in early April and signs of recovery through May. He explains how ongoing trade tariff uncertainties with key global markets have impacted market positioning, and why our team is holding a risk-neutral stance amid slowing growth and unpredictable economic cycles.

ADK Market Update March 2025

March has tested the resilience of markets, wiping away the strong gains of January and February. Amid this choppiness, we're witnessing growth markets pull back while value remains steady. The bond market was up 2.75%.

As tariffs and trade uncertainties drive volatility, we see no recession risk in the next 12 months and only moderate likelihood over the next 2 years. Dive into our latest Market Update video to explore what’s next.

ADK Market Update 2024-25

As we begin 2025, ADK wants to share our market update views for 2024 and 2025.

MARKET OUTLOOK

A set of powerful forces stands to shape the direction of markets in the second half of 2026. While each carries its own set of risks and opportunities, together they form a backdrop that calls for thoughtful positioning and a clear view of where disruption and potential may intersect.

Midterm elections: Could shift congressional control and policy direction
Resource nationalism: Capital steering toward commodities and real assets
AI maturing: Focus is likely to move to beneficiaries and return on investment
Federal Reserve: Leadership change adds uncertainty — and little room for error

"We believe equity markets should be constructive in the second half … Being well-balanced is key, but it is perhaps most important when policy shifts can cause the market to turn on a dime." Marc Zabicki, Chief Investment Officer, LPL Research

VIEW LPL RESEARCH’S MIDYEAR OUTLOOK 2026

My accounts

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Contact Us

Phone 314.878.1489

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