Our office on Military Trail is currently closed due to power outages and downed trees in the parking area. However, we are working remotely so please feel free to contact us via email, or leave a voice message on our office phones, which we can then retrieve and respond to. Services are being restored gradually in […]
Good morning – we hope all our clients and friends are safe and well! We’re so relieved to say Irma has come and gone. Storm winds finally died down late last night. We know there is damage across the state of Florida, so we wanted to give you a quick update while we get our […]
Dear Clients and Friends: As you know, Hurricane Irma is on her way. She’s big, she’s bad, and we are all very, very apprehensive, even those of us who have been through Andrew, Wilma and assorted other catastrophes. This is a scary storm. To help our employees prepare and safeguard our building premises, we have officially […]
Dear Clients and Friends: Like many of you, we are carefully monitoring the weather situation as Hurricane Irma approaches. According to reports from the National Hurricane Center, Hurricane Irma is now an extremely dangerous Category 5 hurricane with maximum sustained wind speeds of 185 miles-per-hour. The storm is expected to approach Florida Saturday, September 9 […]
Meet Adriana Agosto, who recently joined our firm as Client Services Associate. Adriana has over 13 years experience in banking and finance, working for industry leaders like Wells Fargo, Bank of America and Chase in personal banking and customer service. Her specialty is building lasting relationships with high net worth clients and helping them with […]
Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit
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 […]
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 […]
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!
Have A Financial Question?
- Quote Of The Week: “Don’t Leave The Best For Last” April 25, 2017
- Barron’s Top Independent Women Advisors Conference June 13, 2017
- Is This Bull Running Out Of Steam? March 28, 2017
- HGTV stars Drew and Jonathan Scott Show How to Redecorate That Empty Nest September 17, 2017
- Just Announced: Tax Relief For Irma Victims September 12, 2017
- Cleaning Up Irma’s Mess September 12, 2017
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431