Financial Advisors
Vienna, VA
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.
Ideal for: Pre-retirees and retirees concerned about tax efficiency, high-net-worth individuals seeking comprehensive wealth protection, individuals with substantial retirement savings in tax-deferred accounts
Service area: Vienna, VA and surrounding areas including Maryland, Pennsylvania, New Jersey, Massachusetts, Florida, and Delaware
CFP® Led with 37+ Years Experience: Phil Simonides, CFP®, brings decades of expertise in strategic financial planning and unwavering commitment to client success, helping clients navigate market volatility and optimize tax strategies.
Safe Money Strategies & De-Risk Focus: McAdam Financial emphasizes protecting already-earned savings through safe money strategies and process-driven portfolio management, rather than aggressive risk-taking in retirement.
Holistic, Written Financial Plans: The firm creates comprehensive, customized retirement plans addressing tax liability, estate planning, inflation mitigation, and lifestyle goals through a proven 'Three Uniques' methodology.
Address: 8000 Towers Crescent Dr #1300, Vienna, VA 22182
Phone: (703) 677-9300
Website: mcadamfa.com
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