Charlotte Adams began her career in financial services in 1982.  After much hard work, and early success, she incorporated Money Methods in 1985.  Since the beginning, Money Methods has operated it's business on what we call "Rule #1".  Rule #1 was adopted from scripture, and is also known as "The Golden Rule".  It simply states, "do unto others, as you would have them do unto you."  Charlotte realized that if Money Methods could serve clients with this as the goal and aim, success would certainly come.  Since that time, Money Methods has continued to be on the leading edge of industry trends and developments, and is blessed to have so many loyal and dedicated clients.

In the early years, the Money Methods team consisted of only Charlotte and her assistant Carol.  By 1990, they were joined by Charlotte's husband, Brent Adams, as an insurance agent and comptroller.  In 1997, Charlotte's son, Matt Adams, joined the firm working with clients and portfolio management.  Money Methods truly became a "family business".   Today, Money Methods has 4 full-time and 3 part-time employees.

Money Methods has been a Better Business Bureau accredited business since 1991, and in 2003, Money Methods was recognized as a finalist for the Better Business Bureau Torch Awards, for market place ethics. 

Member of Amarillo's Better Business Bureau

 



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