About Us / Our Leadership
More than just a small step forward in financial advice – It’s Financially AdvancedTM
CEO, Principal & Founder
Michael McAdam is President and CEO at McAdam and leads the McAdam Executive Team. He founded the firm in 2008, championing the open architecture model that provides quality products, services and advice to the public.
Mike further demonstrated his commitment to the open architecture model when he transitioned the firm from a traditional broker-dealer model to a ‘hybrid model.’ He recognized the need for advisors to be able to provide clients with both traditional brokerage products as well as unparalleled fiduciary capabilities as an independent RIA, and structured the firm so that would be possible.
Before founding McAdam he had a distinguished career as a financial advisor, Manager and Field Vice President for American Express Financial Advisors (now Ameriprise Financial).
In addition to his work at McAdam, Mike remains involved in the industry through participation in both GAMA and MDRT Top of the Table meetings. He is also a frequent contributor to industry publications and an active member in the Philadelphia chapter of the Entrepreneurs’ Organization. CEO Report named Mike a 2018 Innovator and Entrepreneur Award Winner. Mike earned his bachelor’s degree in Accounting from Villanova University. He and his wife, Heather, both enjoy traveling and live in Wayne, Pennsylvania.
Philadelphia1880 JFK Blvd.
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Tysons Corner, VA 22102
703-677-9300 • Chicago141 W Jackson Blvd
Chicago, IL 60604
312-509-4500 • Boston84 State Street
Boston, MA 02109
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