About Company

McAdam Financial is a wealth management firm focused on providing advanced wealth solutions to help clients achieve a financially secure retirement. With over 37 years of experience, the company offers holistic financial planning and asset management, emphasizing safe money strategies designed to protect and grow clients' wealth. McAdam Financial helps clients navigate critical retirement planning issues such as mitigating inflation, managing tax liabilities, preserving estates, and handling market volatility. The firm is led by experienced advisors like Phil Simonides, CFP®, who guide clients through personalized retirement plans using a proprietary process that includes comprehensive financial planning, safe money strategies, and process-driven portfolio management. McAdam Financial operates in multiple states including Massachusetts, Illinois, Pennsylvania, and Virginia, and is committed to helping clients keep more of their hard-earned savings while preparing for the lifestyle they desire in retirement.

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