Our Partners
More than just a small step forward in financial advice — It’s Financially AdvancedTM

Purshe Kaplan Sterling
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PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity products and access to some of the top professional money managers in the country.
PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with the flexibility to help you achieve your investment objectives.

Charles Schwab
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For over 25 years they’ve served the needs of RIAs and helped advance an industry that helps independent registered investment advisors and their clients thrive. Through decades of experience, they know that there is no one-size-fits-all approach to serving RIAs, and they work to provide advisors with personalized support, best-in-class products, and hands-on expertise to help each advisor meet his or her goals.

Momentum
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Our areas of core competency include:
- Tax Structures (Corporate & Individual)
- Business risk mitigation
- Asset protection / loss of capital
- Key employee retention
- Succession
- Legacy perpetuation
- Charitable giving
With Momentum, you’ll have access to a dedicated advanced planning group and established network of service providers with expertise in the legal, tax, actuarial science, and risk management fields.
We are a complete resource for your practice, with extensive experience in all areas of advanced planning.
For more information, please visit www.momentumap.com
AWARDS & HONORS:

Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300 • Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500 • Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
IMPORTANT DISCLOSURE INFORMATION
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.
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