McAdam Financial

McAdam Financial is a financial planning and wealth management firm focused on retirement. The firm offers holistic financial planning and asset management with a focus on safe money strategies to help clients protect and grow what they have saved. Phil Simonides, CFP, is the advisor highlighted on the site, with more than 37 years of experience, and the firm offers process-driven portfolio management alongside its planning work.

The firm runs free informational events on topics such as inflation, tax liability for Social Security, and market volatility, and offers a complimentary consultation to start a retirement plan. Offices are listed in Boston, Chicago, Philadelphia, Radnor and Tysons Corner, and the firm works with clients in several states.