McAdam LLC - Investment Advisers

About McAdam LLC

McAdam LLC is a registered investment adviser headquartered in Radnor, Pennsylvania. Its registry data reports $2.68 billion in regulatory assets under management and 174 employees. The firm operates under the name McAdam Financial and focuses on retirement planning, offering financial planning and asset management to individual clients. Its approach combines written financial plans with strategies intended to protect savings already accumulated, along with portfolio management guided by the firm's own analytical methods. The firm also hosts educational events on topics such as inflation, taxes, and market volatility, and provides an online calculator that estimates potential taxes on retirement savings held in tax-deferred accounts. Phil Simonides, a CFP professional with more than 37 years of experience, is among the advisers the firm highlights. McAdam LLC is listed among investment advisers in Pennsylvania and appears in the directory of US investment advisers.

Key Facts

Assets Under Management

$2.68B

Employees

174

SEC File Number

801-79583