Shane Sweigart, CFP®
Serving with McAdam Wealth since 2008, Shane is a vice president and CERTIFIED FINANCIAL PLANNER™ professional, helping clients in retirement planning while also leading and collaborating with the Philadelphia team. For his clients, he is focused mainly on pre-retirement and asset spend-down strategies during the actual retirement years.
“Discover your actual retirement goals and needs in all aspects,” Shane says.
“And 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 holds a finance degree from Penn State University, in addition to his current insurance and securities licenses. He’s always been interested in finance, coming from an entrepreneurial background and family, and he’s coupled that interest with his desire to help people and make an impact.
Away from the office, Shane enjoys the outdoors with his family, wife Kiran and two children, Sloane and Duncan, along with Hans, the family dog of 13 years. Shane also enjoys golfing and traveling and is a fan of all Philadelphia sports teams.
Phil Simonides, CFP®
Senior Vice President
A CERTIFIED FINANCIAL PLANNER™ professional, Phil is passionate about helping you grow your wealth — and preserve it. He works primarily with high net worth executives and entrepreneurs who are looking for retirement planning, wealth management, tax diversification, divorce settlement planning and estate planning.
Phil got his start in the financial services industry in 1988 and joined McAdam in 2011. With so much market uncertainty these days, Phil is particularly focused on Safe Money Strategies — asset management solutions that offer no possible loss of principal and are specifically designed for use in volatile markets.
Phil has been featured in such media outlets as The Wall Street Journal, CNBC, Bloomberg Radio, Investment News and Financial Advisor magazine. He is also a regular contributor to the Kiplinger’s Wealth Creation platform.
Phil graduated from Middlebury College. He and his wife have three children and live in Great Falls, Virginia.
An avid tennis player and golfer, Phil also has coached many youth sports. What’s more, he’s spent over 23 years serving as a charity auctioneer, event emcee, and board member of several local and national charitable organizations. To date, he has raised nearly $2 million from live auctioneer activities alone.