PHILADELPHIA, Oct. 16, 2018 (GLOBE NEWSWIRE) — McAdam, a boutique financial services firm headquartered in Philadelphia, has been recognized by three independent firms in 2018 as being one of the “best” or “top” financial advisors or financial services firms in markets in which it serves. SmartAsset™, Three Best Rated®, and AdvisoryHQ each independently found McAdam to be a leading financial services provider this year. McAdam is built on the strength of client relationships and satisfaction. McAdam isn’t just a small step forward in financial advice—it’s Financially Advanced™. The firm differentiates itself through its unwavering commitment and focus on what matters most to its advisors and clients.
Michael McAdam, Chief Executive Officer, stated, “I am proud of this recognition and all the work our advisors and staff have put into serving clients exceptionally well. They work hard every day for our clients to achieve peace of mind with their investments and financial planning.” Consumer awareness of the McAdam brand has been growing steadily – one client interaction at a time. Inclusion in several of the 2018 ranking and review lists highlights the growing community of McAdam brand advocates. The firm’s increasing presence in the industry has been noticed by not only clients, competitors and trade publications, but now by a series of independent consumer facing rating and review organizations. The company believes that the external recognition is a reflection of the consistency of which the McAdam advisors deliver on the promise to serve clients and offers insight on how the firm built its reputation the right way – based on ethical client service and industry expertise.
Smart consumer financial decision making often begins with the choice of what financial advice to follow or which financial firm or advisor to work with. Finding the right financial firm is an important first step and can make all subsequent financial decisions much easier. At McAdam financial plans even come with a money-back-guarantee. If you are not satisfied with your financial plan, McAdam will refund your fee.
Phil Simonides, CFP, Senior Vice President at McAdam, said, “McAdam empowers its financial advisors by providing the freedom and support to run and grow their practices efficiently while developing deep relationships with their clients. As a consequence of the growing need for more financial advisors in the industry we are continuing to bring on new talent in all of our offices.” Individuals can schedule a free consultation to discuss their financial plans with any of our advisors directly or by going through our local office contacts listed on our website https://mcadamfa.com/contact-us/.
About McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Central New Jersey. McAdam has developed an intelligent advisory model known as its Advanced Advisory Model™. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and experience they help professionals make informed decisions and provide a new level of clarity and control.
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, industry leading research and patent-pending Automated Financial Modeling software forecast the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. Its SmartAdvisor service connects consumers with financial advisors. For more information, visit www.SmartAsset.com. To learn more about SmartAdvisor, visit https://SmartAsset.com/Financial-Advisor/.
About Three Best Rated
Three Best Rated® was created with a simple goal to find you the top 3 local businesses, professionals, restaurants and health care providers in any city. Our employees handpick top 3 local businesses. We check business’s reputation, history, complaints, ratings, nearness, satisfaction, trust, cost, general excellence, reviews using our 50-Point Inspection. We display only businesses that are verified by our employees. You can call it “Due Diligence.” or “Common Sense.” We call it “Hard Work.” Our website is updated on a regular basis for quality and latest business information.
AdvisoryHQ News Corp was founded on April 03, 2015, and is owned by Market Consensus, a Nevada corporation. AdvisoryHQ News Corp is based in California, and operates in the U.S., Canada, U.K., and Australia. Each year, AdvisoryHQ’s editorial, research, and ranking teams conduct extensive due diligence to identify, select, and rank the top companies in various industries, including financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education, amongst others.
IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by McAdam LLC (“McAdam”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. McAdam is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from McAdam. Please remember that it remains your responsibility to advise McAdam, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data, to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of McAdam by any of its clients. ANY QUESTIONS: McAdam’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.