McAdam Financial

McAdam Financial is a wealth management firm led by Phil Simonides, a CFP® with over 37 years of experience, specializing in holistic financial planning and retirement strategies. They offer comprehensive wealth solutions including retirement planning, tax optimization, estate planning, investment management, and safe money strategies designed to help clients protect and grow their assets while minimizing tax liability. The firm serves clients across multiple states with a focus on de-risking retirement portfolios and creating customized financial plans using their proprietary process-driven approach.