Washington, D.C. (June 14, 2017)—Mari Adam, President of Adam Financial Associates, Inc. attended the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner. The invitation-only conference was held June 12-14 […]
Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit
As we kick off the summer season, we are eager to share with clients and friends all the big developments underway at Adam Financial Associates. First of all, we’re pleased to announce an exciting addition to our team. Iris Chapman just joined our firm as our new Director of Client Services. Iris has a long history of service […]
I lost my dad seventeen years ago (that’s him, at left in the photo, with my uncle in the 1930s). Take time out today to treasure every moment of life, family and friends.
Happy Father’s Day! To all the fathers, grandfathers, and just good guys out there….you are appreciated! No one could ever take your place.
It may be over 90 degrees outside on the streets of Washington D.C., but we’re having a “cool” time inside at the Barron’s Top Independent Women Advisors Conference! Select women financial advisors from across the country are here to network and learn about what’s new in investments, marketing, client service, and women’s entrepreneurship, with presentations by Pauline […]
It was a gorgeous afternoon in New York City today, as you can see from the photo I took in Times Square showing the beautiful blue skies, jewel-colored electronic billboards, and masses of New Yorkers, tourists, and school kids visiting the city. Living in South Florida, I have clearly forgotten exactly how many people you can […]
Historian, book author and professor Dr. Robert Watson of Boca’s Lynn University stole the show at the 37th annual conference of the South Florida Financial Planning Association (FPA). His dynamic presentation on dueling, name-calling and all-round bad behavior in Washington made him the undisputed ROCKSTAR of the event, helping to give the 100+ financial planners in attendance […]
Sometimes we want to help out, but we’re just not allowed to do so. Here’s a recent example. We were recently reviewing retirement investments for two different clients, and asked for updates on their workplace 401(k) accounts. Both clients offered to provide us with their account user IDs and passwords so we could sign in and look at […]
A sincere thank you to Bill Dyess of Dyess Insurance Services! Bill was our “expert” guest today, and graciously shared his insights and knowledge of long-term care insurance for clients and guests at a lunchtime seminar in our office. Bill has more than 35 years of experience in the insurance field and specializes in long-term care. (How’s that […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty years! Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine!
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431