IN THE NEWS
More than just a small step forward in financial advice – It’s Financially AdvancedTM
In a US News and World Report article comparing the advantages and disadvantages of real life advisors vs. robo-advisors, CEO Michael McAdam offered some insight into the issue. As he explained about the differences, "for anyone who needs more tailored and customized...
McAdam is honored to be ranked as one of the AdvisoryHQ 2018 Best 8 Financial Advisors in Philadelphia. You can read the full article by clicking...
SmartCEO has recognized McAdam as one of its Corporate Culture Award winners in the Philadelphia area for 2017. The final roster of winners was chosen by an independent committee of local business leaders, will be profiled in SmartCEO magazine, and celebrated at a high-energy awards event. You can see the full list of honorees here.
McAdam is honored to be ranked as one of the AdvisoryHQ 2018 Best 10 Financial Advisors in Boston. You can read the full article by clicking...
McAdam CEO Michael McAdam published an article in Financial Advisor Magazine highlighting some surprising ways that financial advisors help society. It is a rewarding career in servicing clients that yield benefits that extend far beyond personal finances. Read the full article by clicking here
McAdam was listed in a Three Best Rated article and list highlighting the Top 3 financial advisors in Philadelphia. Three Best Rated provides "unbiased business reviews and ratings". You can read the full article by clicking...
FA Magazine's July issue recognized the leading RIA firms in the industry. McAdam is honored to have the advisory side of our business given public recognition so soon after we launched our RIA (Oct 2014). You can read the full article by clicking...
McAdam was featured in a SmartAsset article and list highlighting the Top 8 financial advisors in Philadelphia. SmartAsset is "a financial technology company aiming to provide the best personal finance advice on the web." You can read the full article by clicking...
McAdam Senior Vice President Phil Simonides was featured in U.S. News and World Report discussing how investors can build a retirement strategy from scratch. Click here for the full...
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.
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Tysons Corner, VA 22102
703-677-9300 • Chicago230 West Monroe Street
Chicago, IL 60606
312-509-4500 • Boston84 State Street
Boston, MA 02109
857-263-7759 • Central New Jersey485 Route 1 South
Building E | Suite 100
Iselin, NJ 08830
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