Our Services
More than just a small step forward in financial advice — It’s Financially AdvancedTM
Financial Planning
- 401(k) Strategies
- Retirement Planning
- Tax and Insurance Strategies
- Employer Benefits Optimization
- Education Planning
- Estate Planning
Wealth Management
- Investment Advisory Services
- Tax-Sensitive Investment Management
- Investment Income Strategies
- Alternative Investment Strategies
- Specialized Separately Managed Account Access
Advanced Tax and Insurance Strategies
- Advanced Tax Strategies
- Actuarial Plan Design
- Advanced Insurance Architecture
- Advanced Estate Strategies
Business Owner Services
- Business Continuity Planning
- Owner and Executive Compensation Plans
- Qualified Retirement Plans
- Key Employee Retention Plans
- Business Succession Planning
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. McAdam does not serve as an attorney, accountant, or insurance agent. McAdam does not prepare legal documents or tax returns, nor does it sell insurance products. As disclosed on McAdam’s Form ADV, if the client desires, McAdam’s representatives and/or affiliate, McAdam Financial Group, a licensed insurance agency, can be engaged to provide insurance sales/services per separate and additional compensation.
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