About Us / Our Leadership

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Michael McAdam

CEO, Principal & Founder
Philadelphia, PA

Michael McAdam is President and CEO at McAdam and leads the McAdam Executive Team. He founded the firm in 2008, championing the open architecture model that provides quality products, services and advice to the public.

Mike further demonstrated his commitment to the open architecture model when he transitioned the firm from a traditional broker-dealer model to a ‘hybrid model.’ He recognized the need for advisors to be able to provide clients with both traditional brokerage products as well as unparalleled fiduciary capabilities as an independent RIA, and structured the firm so that would be possible.

Before founding McAdam he had a distinguished career as a financial advisor, Manager and Field Vice President for American Express Financial Advisors (now Ameriprise Financial).

In addition to his work at McAdam, Mike remains involved in the industry through participation in both GAMA and MDRT Top of the Table meetings. He is also a frequent contributor to industry publications and an active member in the Philadelphia chapter of the Entrepreneurs’ Organization.  Mike earned his bachelor’s degree in Accounting from Villanova University. He and his wife, Heather, both enjoy traveling and live in Wayne, Pennsylvania.

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Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago230 West Monroe Street
Suite 2560
Chicago, IL 60606
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  •  Central New Jersey485 Route 1 South
Building E | Suite 100
Iselin, NJ 08830
201-435-1020

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany NY 12211.
Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY