With over three decades of experience, Mari Adam CFP® has helped hundreds of clients plan, invest and build wealth for a better, more secure financial future.
As founder and president of Adam Financial Associates, a comprehensive wealth management firm in Boca Raton, Florida, Mari stood out as a successful female firm owner in a male-dominated field. After her firm was acquired by Mercer Advisors, one of the top wealth managers in the United States, Mari was named Senior Wealth Advisor heading up their Boca Raton office.
Widely respected for her financial expertise, Mari has been quoted in publications such as Business Week, CBS MarketWatch, Wall Street Journal, New York Times, Kiplinger’s Personal Finance, Newsweek, Bloomberg Wealth Manager, Money Magazine, Miami Herald, Fort Lauderdale Sun-Sentinel, and U.S. News & World Report.
Mari has long focused on helping women make smart money decisions and take charge of their financial lives. She has been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for five consecutive years.
Mari earned the CERTIFIED FINANCIAL PLANNER™ certification in 1991. She is a Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, and is a former President of the Financial Planning Association’s South Florida chapter. She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida.
Mari earned her BA from Claremont McKenna College in Claremont, California as part of the college’s first 4-year coed graduating class, and later completed an MBA specializing in International Finance at George Washington University in Washington, D.C. She continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris. She started her career in the US diplomatic service, and completed both overseas and Washington D.C. assignments before finding her calling in personal finance in her early thirties.
Mari actively participates in several South Florida community organizations, especially those supporting women, children and families. She has two grown children, and loves to spend her free time reading, traveling, and entertaining friends.