Meet Andrew
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Andrew Phelan Financial Advisor
Recruited by the firm in December of 2008, Andrew has seen the longest bull market in history book-ended by two of the worst financial declines in recent memory. “Historic” financial events feel like they are happening more frequently, but this presents a learning opportunity for advisors like Andrew. By studying and implementing strategies that have helped families maintain and grow their wealth through all types of markets, Andrew guides his clients toward achieving the lives for which they have worked so hard through risk-focused financial planning.
Andrew’s education includes Fairleigh Dickinson University’s Silberman College of Business in Madison, New Jersey, as well as their British campus, Wroxton College in Oxfordshire, England. He serves as an advisory board member for the New Jersey Council on Physical Fitness and Sports, a governor-appointed board working to benefit primarily the state’s youth through partnerships with physical fitness and sports programs.
A lifelong traveler, Andrew loves scuba diving and exploring the world with his family, letting their appetites lead the way. Along with his wife, an accomplished attorney, their latest adventure is raising their two young boys, a duty and a privilege that tests his cool-headed professionalism daily. They live in central New Jersey near the historic river towns of Lambertville and New Hope.
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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Meet with Us
To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!