McAdam Financial of Chicago

McAdam Financial of Chicago is a Financial Planner in Chicago, IL. The firm provides holistic financial planning and asset management with a focus on safe money strategies to help clients protect and grow their wealth. Services include retirement planning, tax liability determination, estate preservation, and strategies to mitigate the impact of inflation and market volatility on savings. The team serves clients seeking to optimize their tax strategy and manage investment risk.

Phil Simonides, CFP®, leads the advisory efforts with over 37 years of experience, focusing on strategic thinking and client success in managing market volatility and optimizing tax strategies. The leadership team includes Mike McAdam as CEO, Principal & Founder, and Jack McAdam as Chief Financial Officer. Other key executives include Edward O’Brien as Chief Admin Officer & Chief Compliance Officer, Kristen Koonce, CFP® as Chief Operating Officer, and Shane Sweigart, CFP® as Chief Revenue Officer. The advisory staff comprises professionals such as Victoria Pazzalia, CRPC®, Michael Bond, AWMA®, Illya M. Bermant, AAMS®, Grant Shapiro, CRPC®, and Andrew Duffy, CRPC®, among others. The firm offers an Advanced Advisory Model and hosts educational events covering topics like mitigating inflation, determining tax liability, and preserving estates.

Located at 141 W Jackson Blvd Suite #1950, the office is situated on West Jackson Boulevard. It is a short walk from the Money Museum, the Federal Reserve Bank of Chicago, and the Chicago Board of Trade Building Museum, all within a few dozen meters of the suite. The location is also near South LaSalle Street and the public artwork Ceres.

The business holds a rating of 4.90 based on customer reviews. This positive feedback reflects the experience of clients who have engaged with the firm’s planning and advisory services.

McAdam Financial of Chicago stands out in the local financial planning sector by combining extensive experience with specialized strategies for retirement security and asset protection.

Services:

• Asset Management
• Holistic Financial Planning
• Retirement Planning
• Safe Money Strategies
• Tax Liability Determination