Business profile
Adcock Financial Group
Tampa wealth management firm with roots in 1967
- Since
- 1967
- Service area
- Tampa Bay
- Location
- Tampa
- Languages
- English
Story
Adcock Financial Group is an independent, values-centered financial services firm located at 311 W. Fletcher Avenue in Tampa. Its roots go back to 1967, when Johnny Adcock, a recent Auburn University business graduate, convinced his father, "Big John," to launch an insurance agency together in the Tampa Bay Area.
In 1972 the agency was divided, and Johnny set up Johnny R. Adcock CLU & Associates to work with high-net-worth families and business owners. An employee benefits department followed in 1984, and in 1988 the firm joined PartnersFinancial, a nationwide network of independent insurance producers. Brian Adcock came into the business in 1996 and created the wealth management team in 1997, the same year the company adopted the name Adcock Financial Group. The firm moved into its current headquarters on W. Fletcher Ave. in 1999.
Today the team offers wealth management, retirement plan consulting, estate planning and wealth transfer, and executive benefits. In 2012 the firm won the Greater Tampa Chamber of Commerce's Small Business of the Year award, and since 2004 it has hosted an annual Family Movie Day.
Products & services
Wealth management; Financial planning and investment advisory; Retirement plan consulting; Estate planning and wealth transfer; Executive benefits; Pooled employer plan; Free portfolio risk analysis
Location
311 W. Fletcher Avenue, Tampa, FL, 33612
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