PHILADELPHIA, Oct. 16, 2018 (GLOBE NEWSWIRE) — McAdam, a boutique financial services firm headquartered in Philadelphia, has been recognized by three independent firms in 2018 as being one of the “best” or “top” financial advisors or financial services firms in markets in which it serves. SmartAsset, Three Best Rated®, and AdvisoryHQ each independently found McAdam to be a leading financial services provider this year. McAdam is built on the strength of client relationships and satisfaction. McAdam isn’t just a small step forward in financial advice—it’s Financially Advanced. The firm differentiates itself through its unwavering commitment and focus on what matters most to its advisors and clients.

Michael McAdam, Chief Executive Officer, stated, “I am proud of this recognition and all the work our advisors and staff have put into serving clients exceptionally well. They work hard every day for our clients to achieve peace of mind with their investments and financial planning.” Consumer awareness of the McAdam brand has been growing steadily – one client interaction at a time. Inclusion in several of the 2018 ranking and review lists highlights the growing community of McAdam brand advocates. The firm’s increasing presence in the industry has been noticed by not only clients, competitors and trade publications, but now by a series of independent consumer facing rating and review organizations. The company believes that the external recognition is a reflection of the consistency of which the McAdam advisors deliver on the promise to serve clients and offers insight on how the firm built its reputation the right way – based on ethical client service and industry expertise.

Smart consumer financial decision making often begins with the choice of what financial advice to follow or which financial firm or advisor to work with. Finding the right financial firm is an important first step and can make all subsequent financial decisions much easier. At McAdam financial plans even come with a money-back-guarantee. If you are not satisfied with your financial plan, McAdam will refund your fee.

Phil Simonides, CFP, Senior Vice President at McAdam, said, “McAdam empowers its financial advisors by providing the freedom and support to run and grow their practices efficiently while developing deep relationships with their clients. As a consequence of the growing need for more financial advisors in the industry we are continuing to bring on new talent in all of our offices.” Individuals can schedule a free consultation to discuss their financial plans with any of our advisors directly or by going through our local office contacts listed on our website https://mcadamfa.com/contact-us/.

About McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Central New Jersey. McAdam has developed an intelligent advisory model known as its Advanced Advisory Model. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and experience they help professionals make informed decisions and provide a new level of clarity and control.

About SmartAsset
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, industry leading research and patent-pending Automated Financial Modeling software forecast the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. Its SmartAdvisor service connects consumers with financial advisors. For more information, visit www.SmartAsset.com. To learn more about SmartAdvisor, visit https://SmartAsset.com/Financial-Advisor/.

About Three Best Rated 
Three Best Rated® was created with a simple goal to find you the top 3 local businesses, professionals, restaurants and health care providers in any city. Our employees handpick top 3 local businesses. We check business’s reputation, history, complaints, ratings, nearness, satisfaction, trust, cost, general excellence, reviews using our 50-Point Inspection. We display only businesses that are verified by our employees. You can call it “Due Diligence.” or “Common Sense.” We call it “Hard Work.” Our website is updated on a regular basis for quality and latest business information.

About AdvisoryHQ 
AdvisoryHQ News Corp was founded on April 03, 2015, and is owned by Market Consensus, a Nevada corporation. AdvisoryHQ News Corp is based in California, and operates in the U.S., Canada, U.K., and Australia. Each year, AdvisoryHQ’s editorial, research, and ranking teams conduct extensive due diligence to identify, select, and rank the top companies in various industries, including financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education, amongst others.

IMPORTANT DISCLOSURE INFORMATION

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by McAdam LLC (“McAdam”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. McAdam is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from McAdam. Please remember that it remains your responsibility to advise McAdam, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, 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, to the extent applicable). 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.

For a full review of methodology and other important disclosures, please click this link

SmartAsset’s “Top Financial Advisors in Philadelphia, PA” (2018)

Source: SmartAsset (April 17, 2018)

SmartAsset is a financial technology company that aims to provide individuals with web-based personalized financial advice across the financial services industry using its patented software. In addition, SmartAsset conducts due diligence to identify, select, and rank different types of financial services companies.

To be considered for this award designation, SmartAsset develops the pool of candidates from its own research. The designation is independently granted. To determine the “Top Financial Advisors in Philadelphia, PA”, SmartAsset first compiles a list of all U.S. Securities and Exchange Commission (SEC)-registered firms in Philadelphia. From those firms, SmartAsset then reviews each firm’s records for any regulatory sanctions. SmartAsset eliminates any financial advisors that do not have clean regulatory records, do not have financial planners on staff or do not manage individual accounts. SmartAsset then ranks the remaining firms from most assets under management to least.  SmartAsset caps the number of companies from any one city. The final ranking also includes information about the each financial advisor’s fees, expertise, investment strategies, and a summary.

McAdam LLC In 2018, eight (8) financial advisors received the designation. SmartAsset McAdam LLC did not pay a fee to be considered for the award designation.   By virtue of disclosing this ranking, McAdam LLC is disclosing favorable ratings (to the extent that McAdam LLC is ranked above other advisors) and unfavorable ratings (to the extent that McAdam LLC is ranked below other advisors).

Inclusion on the “Top Financial Advisors in Philadelphia, PA” is not indicative of McAdam LLC’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam LLC is engaged, or continues to be engaged to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam LLC by any of its clients.

Additional information about SmartAsset’s “Top Financial Advisors in Philadelphia, PA” and the ranking list is available at the following link:  https://smartasset.com/financial-advisor/philadelphia-pa-top-financial-advisors#listing-8.

Three Best Rated The Best Financial Services in Philadelphia (2018)

Source: (Three Best Rated 2018)

Three Best Rated® is a rating company that reviews and identifies the top three (“3”) local businesses, professionals, restaurants and health care providers in any city based on its 50-Point Inspection criterion. Three Best Rated develops the pool of candidates from its own research. The designation is independently granted.

Three Best Rated evaluates companies based on a criterion that consists of 50 factors that considers each business’s reputation, history, complaints, ratings, nearness, satisfaction, trust, cost, and general excellence. The 50-Point Inspection can be divided among the following ten (10) categories: (i) history including the business’ online history and ownership history; (ii) services including any special features or elements of diversification; (iii) images including images that evidence proof of the business’ authenticity and ownership; (iv) operating hours (for example, whether the business operates for 24 hours or less than 24 hours); (v) social media presence including page maintenance and followers ratio; (vi) website including whether the business’ website provides complete information, online chatting, online appointments, online applications, website standards, contact information, copyright and licensing information, applicable acknowledgements, and emblem; (vii) history of awards including the number of awards and achievements; (viii) complaint history including Three Best Rated complaints, owner responses, fake complaints, and lawsuits; (ix) reviews including legitimate ratings, current evaluation(s), fake reviews, reviewer information, reviewers’ study, responsiveness, negative reviews, review analysis, and review accuracy; and (x) miscellaneous criterion such as real discounts, price comparison, location proximity, specialization, gift vouchers, number of branches, videos, call inspection, insurance acceptance, address validation, website source, and Three Best Rated team’s overall satisfaction. According to Three Best Rated, the company only rates businesses that are verified by Three Best Rated’s employees.

Three Best Rated does not require membership or payment in order for award participants and/or applicants to be considered for an award designation. McAdam LLC did not pay a fee to be considered for the award designation.  Three Best Rated does not publish, nor is McAdam LLC aware of, the number of candidates that were considered to be on “The Best Financial Services in Philadelphia” for the year upon which it appeared.

Inclusion on the “The Best Financial Services in Philadelphia” is not indicative of McAdam LLC’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam LLC is engaged, or continues to be engaged to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam LLC by any of its clients.

Additional information about Three Best Rated’s “The Best Financial Services in Philadelphia”  2018 rating methodolgies is available at the following link: https://threebestrated.com/50-point-inspection.

The 2018 rating list is available at the following link: https://threebestrated.com/financial-services-in-philadelphia-pa.

AdvisoryHQ “Top Financial Advisors in  Boston, Massachusetts” (2018); “Top Financial Advisors in Philadelphia, Pa” (2018)

Source: Advisory HQ (2018)

AdvisoryHQ News Corp is a California-based editorial, research, and ranking company that operates in the U.S., Canada, U.K., and Australia. AdvisoryHQ is owned by Market Consensus, a Nevada corporation. Each year, AdvisoryHQ conducts due diligence to identify, select, and rank companies in various industries, including financial services, wealth management, investment management, and financial advisory, amongst others. According to AdvisoryHQ, its reviews and ranking articles are 100% independently researched and objectively written.

In order to be included in any AdvisoryHQ ranking list, firms have to pass AdvisoryHQ’s selective methodologies.

In assessing its pool of candidates for top financial advisors, AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its ranking list. AdvisoryHQ’s top ranking methodologies are based on a wide range of filters including: quality of services provided, overall value provided, transparency, customized services, history of innovation, customer experience (positive and negative), level of independence, team excellence, and many more. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more. Step 3: After trimming down the initial list, AdvisoryHQ then assesses the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs. Step 4: Based on the results of performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

Candidates are ranked on a scale from one (1) to five (5). Recipients are then listed with their corresponding rating and highlighted features. McAdam LLC

With respect to AdvisoryHQ’s “Top Financial Advisors in Boston, Massachusetts,” McAdam LLC received the ranking in 2018. In 2018, 10 Financial Advisors received recognition on the ranking.

With respect to AdvisoryHQ’s “Top Financial Advisors in Philadelphia, Pennsylvania,” McAdam LLC received the ranking in 2018. In 2018, 8 Financial Advisors received recognition for the ranking.

AdvisoryHQ does not require membership or payment in order for award participants and/or applicants to be considered for an award designation. McAdam LLC did not pay a fee to be considered for the award designation.   By virtue of disclosing this ranking, McAdam LLC is disclosing favorable ratings (to the extent that McAdam LLC is ranked above other advisors) and unfavorable ratings (to the extent that McAdam LLC is ranked below other advisors).

Inclusion on the “Top Financial Advisors in  Boston, Massachusetts” or  “Top Financial Advisors in  Philadelphia, Pennsylvania” is not indicative of McAdam LLC’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam LLC is engaged, or continues to be engaged to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam LLC by any of its clients.

Additional information on AdvisoryHQ’s Selection and Ranking Methodologies for its Top Financial Advisors ranking lists is available at the following links: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/; https://www.advisoryhq.com/about-us/.

Additional information about AdvisoryHQ’s “Top Financial Advisors in Boston, Massachusetts” and the 2018 ranking is available at the following link: https://www.advisoryhq.com/articles/top-rated-wealth-managers-in-massachusetts/.

Additional information about AdvisoryHQ’s “Top Financial Advisors in Philadelphia, Pennsylvania” and the 2018 ranking is available at the following link: https://www.advisoryhq.com/articles/top-financial-advisors-in-philadelphia-pa/.