IN THE NEWS
More than just a small step forward in financial advice – It’s Financially AdvancedTM
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...
McAdam is honored to be ranked #15 by RIA Channel in its Top 100 ETF Power User - Emerging RIA list. You can access the full database by clicking here.
For the second year in a row McAdam was named a AdvisoryHQ 2019 Best 9 Financial Advisors in Philadelphia. You can read the full article by clicking here.
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 for the second year in a row as one of the AdvisoryHQ 2019 Best 10 Financial Advisors in Boston. You can read the full article by clicking here.
Inc. Magazine has recognized McAdam on its 2017 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...
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...
McAdam CEO Michael McAdam, published an article in Financial Advisor Magazine highlighting some surprising ways that financial advisor’s help society. It is a rewarding career in servicing clients that yield benefits that extend far beyond personal finances. You can...
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 here.
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Philadelphia, PA 19103
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Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
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