B.F. "Biff" Adam, III

Wealth Strategies and Transfer Planning

B. F. (Biff) Adam, III is the President and Founder of Eagle Financial Group and Senior Executive Consultant of ALTUS Consulting Group. He has 34 years of experience in business and estate planning.

His career began in 1984 with State Mutual, where he became a company leader within three years. He then kept his affiliation with State Mutual and formed Eagle Financial Group as an independent personal, business and estate planning firm. In the year 2000, Biff affiliated with two different firms that worked with national stockbrokerage accounts, assisting in designing, planning and implementing estate and wealth transfer plans for wealthy clients. In the six years that Biff worked in these firms, he achieved the title of Estate Planning Specialist and worked with many high-profile clients with estates that ranged from $1 million to $1 billion.

This experience catapulted Biff to the top of the industry. He currently has affiliations with many estate planning law firms that are board certified in estate planning.

Each year, Biff is recognized by top financial firms as a leader in his field. He is securities and insurance licensed in multiple states and is an investment advisory representative (IAR)*. He is a member of Voya Financial Advisors, Inc. Premium Partners and President’s Club and is one of their leading life insurance professionals.

Biff is a third generation native Houstonian. He and his wife Rhonda have lived in Cypress for 34 years. They have two grown, married children and two grandchildren.

*Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).  Neither Eagle Financial Group nor ALTUS Consulting Group is a subsidiary of nor controlled by Voya Financial Advisors.