McAdam Financial of Boston

McAdam Financial of Boston is a financial planner in Boston, MA. The firm provides holistic financial planning and asset‑management services focused on retirement, tax, estate and investment concerns. Clients receive advanced wealth solutions that include safe‑money strategies, inflation mitigation, de‑risking of retirement savings and guidance on market volatility. With a rating of 4.90, the practice serves individuals and families in the Boston area who are looking to protect and grow their wealth for the future.

The firm’s approach centers on an “Advanced Advisory Model” that pairs each client with a dedicated advisor and a team of specialists. Leadership includes CEO and founder Mike McAdam, CFO Jack McAdam, and a roster of certified professionals such as Phil Simonides, CFP®, who brings more than 37 years of experience to the practice. The team also features multiple CFP® and CRPC® advisors, a chief operating officer, and senior directors who collaborate on retirement planning, tax strategy, estate preservation and investment risk management. Regular educational events are offered to make financial planning approachable and to keep clients informed about current economic challenges.

McAdam Financial’s strength lies in its experienced advisory team and its comprehensive, client‑focused planning process, which together help Boston residents create and sustain the retirement lifestyle they envision.

Services:

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