Shane Sweigart, CFP®

Shane Sweigart -- Vice President Headshot

As a valued member of the McAdam team since 2008, Shane has served a crucial role in the organization’s growth and success through his dynamic leadership. For over 10 years, he’s been the vice president of our flagship Philadelphia office while also helping families 1:1 as their trusted CERTIFIED FINANCIAL PLANNER™ professional. With his clients, who have often become his friends over time, he focuses on pre-retirement and asset-spending strategies during the retirement years.

“After envisioning your retirement goals, needs and dreams,” Shane says, “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 earned a finance degree from Penn State University, in addition to his insurance and securities licenses. Coming from an entrepreneurial family, he’s always been passionate about building his career through helping others and making a lasting impact in their lives. Shane loves the satisfaction that comes when celebrating retirement with his clients’ family and friends after years of planning and preparing for it together.

Beyond the office, Shane lives with his wife and two children in the Philadelphia suburbs. They enjoy traveling and experiencing new cultures together. When he’s local, he can often be found on the golf course or hosting get-togethers to cheer on the Eagles or Sixers. Go Birds!

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