Financial Advisors
Boston, MA
McAdam Financial, led by CFP® Phil Simonides with 37 years of experience, provides comprehensive financial planning and wealth management for pre-retirees and retirees throughout the Northeast. They specialize in holistic retirement planning, tax optimization, safe money strategies, and asset management designed to help clients protect and grow their wealth while mitigating inflation and market volatility. Their process-driven approach combines written financial plans, safe money strategies to preserve capital, and proprietary portfolio management to help clients keep more of their hard-earned savings.
Ideal for: Pre-retirees and retirees seeking tax-optimized wealth management, individuals with substantial retirement savings in tax-deferred accounts, business owners planning retirement transitions, couples managing complex financial situations
Service area: Boston, MA and surrounding Northeast (MA, CT, NY, NJ, PA, DE, MD, VA, FL)
CFP® Leadership with 37+ Years Experience: Led by Phil Simonides, a CFP® with over three decades of strategic planning expertise, known for guiding clients through market volatility and complex tax strategies.
Safe Money Strategies & De-Risking Focus: Emphasizes capital preservation through proprietary safe money strategies designed to prevent losses of already-earned savings while optimizing growth potential.
Holistic, Written Financial Plans: Creates comprehensive, customized retirement plans addressing tax liability, estate planning, inflation mitigation, and lifestyle goals through a documented planning process.
Address: 101 Federal St Suite 1900, Boston, MA 02110
Phone: (857) 263-7759
Website: mcadamfa.com
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