PRESS RELEASES
More than just a small step forward in financial advice – It’s Financially AdvancedTM
McAdam Wins a 2018 Stevie® “Customer Service Department of the Year” Award
PHILADELPHIA, June 04, 2018 (GLOBE NEWSWIRE) -- McAdam, a financial services firm headquartered in Philadelphia, received a Bronze Stevie® Award for the 2018 “Customer Service Department of the Year.” This year is the 12th annual Stevie Awards for Sales & Customer...
read moreMcAdam Celebrates Ten Year Anniversary & A Look Back At The Firm’s Growth Story
PHILADELPHIA, Feb. 28, 2018 (GLOBE NEWSWIRE) -- McAdam, a boutique financial planning firm headquartered in Philadelphia, celebrates its 10-year anniversary this month. The firm would like to publically thank its clients for their trust and business over that period....
read moreMcAdam named a SmartCEO 2017 Corporate Culture Award Winner
We treat our McAdam advisors as our clients PHILADELPHIA, Jan. 30, 2018 (GLOBE NEWSWIRE) -- McAdam, a leading financial firm headquartered in Philadelphia, was recognized by SmartCEO as a Philadelphia 2017 Corporate Culture Award Winner. The Corporate Culture Awards...
read moreMcAdam Ranked One of Fastest Growing Companies by Inc. & Financial Advisor Magazine
McAdam was ranked as one of the fastest growing companies by two major publications. Inc. named McAdam to its annual “Inc. 5000” list of fastest growing private companies in the U.S. Additionally, the firm was one of Financial Advisor Magazine’s “Top 50 Fastest-Growing Firms” in the magazine’s annual RIA survey and ranking.
read moreMcAdam Announces New Advanced Designations for Nine Advisors and Investment Director
McAdam Announces New Advanced Designations for Nine Advisors and Investment Director CFP® and CFA® Certifications Demonstrate Firm’s Commitment to Providing Independent Financial Planning Services Philadelphia PA– October 26, 2016 – McAdam, a leading...
read moreMcAdam Press Release: Survey Shows Advisor Awareness Gap
More than 1-in-3 Americans (36 percent) said they don’t have a strong understanding of what a financial advisor does, according to a survey conducted online in April by Harris Poll on behalf of McAdam.
read moreFinancial Advisor-Phobia: 71 Percent of Americans Say They Are Scared Of Talking to a Financial Advisor
Philadelphia PA– October 26, 2015 – Nearly three quarters (71 percent) of Americans say some aspect of talking to a financial advisor scares them according to an online survey conducted by Harris Poll on behalf of McAdam, the Philadelphia-headquartered independent...
read moreMcAdam Cracks Top 4 Percent of Financial Advisory Firms in YTD Performance According to Orion Advisor Services Report
Philadelphia PA– August 24, 2015 – McAdam, the Philadelphia-headquartered independent financial planning firm with nearly 200 advisors, announced today that its year-to-date relative investment performance as of June 30, 2015 ranks it in the top 4 percent of financial...
read moreAWARDS AND HONORS:
Suite 1600
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300 • Chicago230 West Monroe Street
Suite 2560
Chicago, IL 60606
312-509-4500 • Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759 • Central New Jersey485 Route 1 South
Building E | Suite 100
Iselin, NJ 08830
201-435-1020
IMPORTANT DISCLOSURE INFORMATION
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany NY 12211.
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