Philadelphia
Shane Sweigart, CFP®
Senior Vice President, Financial Advisor
As a valued member of the McAdam team since 2008, Shane has served a crucial role in the organization’s growth and success through his dynamic leadership. For over 10 years, he’s been the vice president of our flagship Philadelphia office while also helping families 1:1 as their trusted CERTIFIED FINANCIAL PLANNER™ professional. With his clients, who have often become his friends over time, he focuses on pre-retirement and asset-spending strategies during the retirement years.
“After envisioning your retirement goals, needs and dreams,” Shane says, “your money should be a means to that end — not the other way around.”
Shane is a financial professional who can offer investment and insurance products and services. He earned a finance degree from Penn State University, in addition to his insurance and securities licenses. Coming from an entrepreneurial family, he’s always been passionate about building his career through helping others and making a lasting impact in their lives. Shane loves the satisfaction that comes when celebrating retirement with his clients’ family and friends after years of planning and preparing for it together.
Beyond the office, Shane lives with his wife and two children in the Philadelphia suburbs. They enjoy traveling and experiencing new cultures together. When he’s local, he can often be found on the golf course or hosting get-togethers to cheer on the Eagles or Sixers. Go Birds!
Phil Simonides, CFP®
Executive Vice President, CERTIFIED FINANCIAL PLANNER® Professional
Empowering individuals and businesses to achieve long-term financial security is Phil's passion. With over 35 years of experience, he's a trusted advisor known for his strategic thinking and unwavering commitment to client success.
Phil focuses on crafting personalized financial plans tailored to your unique goals and risk tolerance. Phil works closely with you to:
- Craft your financial master plan. Leveraging his experience in retirement planning, wealth preservation and growth, tax efficiency, and estate planning, Phil designs a roadmap tailored to your goals and securing your future. He can also help you tackle volatile markets with Safe Money Strategies, offering solutions that guarantee your principal remains protected.
- Simplify the complicated. Phil thrives on helping clients navigate even the most complex financial situations. Whether it's managing market volatility or optimizing your tax strategy, he'll guide you through every step to ensure you keep more of your hard-earned savings.
- Encourage sound decision-making. Clear communication is paramount for Phil. He ensures you understand the financial landscape and feel confident about your choices. His most important deliverable is confidence.
Beyond his list of credentials - such as being a CERTIFIED FINANCIAL PLANNER® professional, holding eight securities licenses including the fiduciary (Series 65) license, and Life & Health Insurance licenses - Phil is also:
- A recognized industry leader. His insights have been featured in Kiplinger, The Wall Street Journal, Bloomberg Radio, CNBC, Investment News, and more. His book, "Spend, Protect, Grow," reveals how to derisk your retirement to achieve your dream lifestyle.
- A philanthropist at heart. Phil actively gives back to the community, donating time and raising millions in support of many local and national charities.
An avid athlete. When not helping clients achieve their financial goals, Phil enjoys tennis, golf, and more recently, pickleball.
