Andrew B. Adams, MBA
Chief Enterprise Architect, Founder
Drew brings twenty years of experience in financial strategy, corporate and family advisory, and investment advisory services.
Drew founded Addicus in 2012 along with Stephen Miles, and currently leads its Family Office Practice, and serves in a consulting and advisory role with the firm’s Private Equity, and Consulting Group divisions. Drew started Addicus after a decade in financial planning firms showed him a disconnect between the products the industry was selling and the actual ever-changing and complex needs of clients. Addicus was formed to focus solely on long-term strategy for a select group of successful, great families.
Drew specializes in sophisticated plan design, deal structuring, tax reduction, risk management, asset protection, asset allocation and location, as well as comprehensive strategic planning for all U.S., Non-U.S., and global citizens.
Prior to launching Addicus, Drew worked for Strategic Financial Partners, where he built his practice from scratch and was named Star Producer his first year and a member of the Leaders Club his second. In 2006, he moved to Strategic Wealth where he was made equity partner and was given the opportunity to serve as chief architect of sophisticated long-term wealth development strategies and then oversee the implementation of those strategies for clients of the firm.
Drew is also an Owner of Lion Street; a national financial services distribution company with over 150 firms nationwide. Lion Street Firms all specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.
Drew is a published author and subject matter specialist. He has been a featured contributor in Investment News and appeared in the Mississippi Business Journal. He has presented for Lion Street events and national industry association events. Drew was a Leadership Mississippi Participant and Early Childhood Development Competition Award Winner.
Drew graduated from the University of Mississippi with a Bachelor of Arts degree in International Business and an MBA with an emphasis in Finance and Financial Management Services. He is a Member of Sigma Phi Epsilon, University of Mississippi Chapter and Alumnus Member of Sigma Phi Epsilon, University of Memphis Chapter Executive Board. Drew is a Past President and Founding Member of Alpha Kappa Si honorary fraternity, University of Mississippi Chapter. He is a Board Member of YMCA Oxford and serves as Leader of its Capital Planning Project.
He is licensed in life, health, and accident insurance, and holds the Series 65 Registered Investment Advisor (RIA) license.
Drew resides in Oxford, Mississippi, with his wife, Catherine, and their daughter. When Drew is not working, he enjoys spending time with his family, traveling, boating, camping, and occasionally playing golf.Contact vCard email@example.com 662.371.4125