Meet Bryan
Bryan J. Cooney, CFP® Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Bryan enjoys building strong relationships with his clients by gaining a deep understanding of their unique set of circumstances, goals, and needs. He offers a comprehensive perspective to financial planning and wealth management that includes advanced tax and investment strategies, and focuses on maximizing employer benefits. With Bryan, each client is built a custom approach towards achieving their goals. He is passionate about educating clients every step of the way, giving them peace of mind, confidence, and clarity.
Bryan joined McAdam in 2014 and has over a decade of total experience in financial services. He earned his business degree from Lebanon Valley College, where he also played lacrosse. Bryan was drawn to financial planning because it provides an opportunity to truly get to know people and make a lasting positive impact on their lives.
Originally from Collegeville, PA, Bryan currently resides in the Fishtown neighborhood of Philadelphia with his wife Laura and their dog Charlie. They enjoy spending their free time traveling, staying active, cheering on the Eagles and Sixers, and exploring the incredible Philly restaurant scene.
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.
Meet with Us
To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!