IN THE NEWS
More than just a small step forward in financial advice – It’s Financially AdvancedTM
Inc. Magazine has recognized McAdam on its annual list of the 5000 fastest growing companies in America. This list includes firms from a broad set of industries. In our first year on the list, we came it at #4971. You can see our profile page by clicking here or see...
FA Magazine’s July issue recognized the leading RIA firms in the industry. McAdam was ranked as one of the top 50 fastest growing advisory firms in the U.S. (rankings here). McAdam was once again ranked as one of top RIA firms in the country. You can read the full...
McAdam's "Advisor Awareness Gap" survey was featured in a recent Forbes article about the benefits of dealing with a financial planner. You can read the full article by clicking...
McAdam Senior Vice President Phil Simonides, CFP®, published an article for Kiplinger about how different professional career paths can impact retirement strategy, featuring McAdam's Advanced Advisory Model™. You can read the full article by clicking...
Group Vice President Phil Simonides' commentary on our recent survey about the advisor awareness gap was re-published in Yahoo Finance. To read the full article and learn more about some of the overlooked services that financial advisors provide to clients click...
McAdam was featured in a CNBC.com article highlighting the recent results of our Harris Poll around the differences between what and advisor does and what people perceive that they do – the Advisor Awareness Gap. Group Vice President (GVP) Phil Simonides commentary...
McAdam Group Vice President Phil Simonides, CFP®, addressed some of the misconceptions that cause many people to avoid financial advisors in a recent edition of Wall Street Journal's Wealth Adviser Voices section. You can read the full article by clicking here....
Data from McAdam's survey on fears people have about financial advisors was featured in today's USA Today Snapshot© in its Money...
McAdam Group Vice President Phil Simonides, CFP® was featured on Bloomberg Radio discussing the results of our survey that show many Americans are afraid of working with a financial advisor. He provided some insight on why that might be and why people have no reason...
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of McAdam by any of its clients. ANY QUESTIONS: McAdam’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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215-399-9350 • Tysons Corner7918 Jones Branch Drive
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Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
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