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Whether you’re building wealth, planning retirement, or preserving your legacy, this video breaks down how our personalized strategies and expert guidance help you stay ahead.
Why Adrian Analysis takes a proactive approach to wealth management
How our team navigates market volatility with active, data-driven strategies
What it truly means to be on the “Inside Edge” of your financial future
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With over two decades of market expertise, Adrian is the Co-Founder and Director of Investments at Adrian Analysis. A seasoned CNBC contributor and former trader, Adrianspecializes in active wealth management. His client-first approach ensures proactive, transparent guidance through all market conditions.
Successful Founder of Trading Analysis
Professional trader for 20+ years
Featured investnment expert with CNBC for 12+ years
Live trading expert
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At Adrian Analysis, we take a personalized, proactive approach to wealth management. Unlike passive strategies, we actively manage investments with a focus on long-term growth and risk mitigation. As a fee-only fiduciary, we prioritize transparency and your financial success, ensuring our goals align with yours.
Our active investment management strategy is designed to adapt to market conditions, helping clients stay invested while minimizing risks during downturns. By offering consistent communication and tailored financial planning, we guide you through volatile markets, avoiding emotional decisions and keeping you aligned with your long-term goals.
We specialize in working with wealth builders, pre-retirees, retirees, and high-net-worth families. Whether you’re growing your portfolio, preparing for retirement, or managing intergenerational wealth, our customized financial strategies are tailored to your unique goals, timeline, and risk tolerance.
We believe in disciplined, long-term investing based on time-tested principles. Our strategies focus on maximizing the power of compounding, staying invested through market cycles, and minimizing emotional, short-term reactions that can derail financial success.
Getting started is simple. Schedule a free consultation with our team to discuss your financial goals, risk tolerance, and investment timeline. Together, we’ll craft a customized plan to help you achieve financial confidence and long-term growth.
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As Chief Operating Officer at Adrian Analysis, Kyle guides clients toward their financial aspirations with expertise and care. With over a decade of experience as a Certified Financial Planner (CFP®), wealth advisor, entrepreneur, and investor, he designs personalized strategies to grow wealth, plan for retirement, or build a lasting legacy tailored to each client’s vision.
Kyle holds degrees in economics and financial planning from Texas Tech University, blending analytical depth with practical insight.
He lives in his hometown of Austin, TX with his wife, Kat, and their many pets. He enjoys staying active with community, following markets, playing golf and basketball, tending to his garden and chickens, and traveling.
Adrian is the Co-Founder and Director of Investments at Adrian Analysis.
