McAdam Financial

At McAdam we believe that we have completely reinvented the concept of financial advice to help take you and your future to a whole new level. Unlike most advisors, we strive to go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. With one of the largest financial networks in the country that includes hundreds of advisors, across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced Our services Financial Planning Our path to financial success begins with understanding your unique needs and goals. Our advisors take the time to get to know you personally so that they can help shape your financial future. If engaged to do so, they’ll help you create your financial plan and provide you with ongoing progress updates to help make sure you’re on track. Our specific services can include: 401(k) Strategies Retirement Planning Tax and Insurance Strategies Employer Benefits Optimization Education Planning Estate Planning Wealth Management We offer a wide-range of specialized services to help you grow and manage your wealth. Our team of advisors has experience in dealing with complex and highly-specialized investment strategies to help grow, sustain and protect your investments. Our services can include: Investment Advisory Services Tax-Sensitive Investment Management Investment Income Strategies Alternative Investment Strategies Specialized Separately Managed Account Access Advanced Tax and Insurance Strategies We know that complex financial challenges require advanced solutions. That’s why our team is armed with strategies to meet tax and insurance needs to help allow your investments to continue to grow. When engaged to do so, we can provide: Advanced Tax Strategies Actuarial Plan Design Advanced Insurance Architecture Advanced Estate Strategies  Business Owner Services Whether you’re a doctor or lawyer with their own practice, an entrepreneur with a growing company or the CEO and founder of a large company, running a business presents very specific financial needs and requirements. Because we start all of our conversations by incorporating your professional circumstances into your financial plan, we know how to tackle these issues from the start and have all of the tools you’ll need to help keep your business and personal finances thriving. Depending upon your situation, these tools can include: Business Continuity Planning Owner and Executive Compensation Plans Qualified Retirement Plans Key Employee Retention Plans Business Succession Planning

Address: 1880 JFK Blvd. Suite 1600 Philadelphia, PA 19103, USA

Phone: +1 215 399 9350
FAX: