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Photos taken fro the Boca Raton South Inlet Park in Palm Beach County Florida during sunrise at beach.

Boca Raton Named One Of America’s Best Beach Towns

Looking for the perfect beach abode? Several Florida cities crushed the competition to vie for this year’s “best beach town,” as rated by WalletHub based on affordability, weather, safety, and economic vitality. Naples, Boca Raton, Sarasota, Venice and Jupiter all scored big in the rankings. Take a look at all the top contenders, as WalletHub […]

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Florida Among Best Places To Start A Small Biz

Dreams of starting your own business? You’re in the right place in Florida. Our state came in 6th place in Wallet Hub’s annual survey of best and worst places to start a small business (Texas and Utah took the top spots). Florida has an outstanding “business environment,” says Wallet Hub, but lost ground with its slightly […]

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Why Retirees Are Losing Trillions Of Dollars With Bad Social Security Advice … But Not Our Clients

We’re sorry to hear that American retirees are losing $3.4 trillion in potential retirement income by making bad decisions about when to start their Social Security benefits. Not our clients. As part of our retirement services, we help clients explore different options and optimize claiming strategies so they get the most bang for their buck. In […]

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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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Got A 401(k)? See If It Offers These Special Perks

Got a 401(k)? About one-third of all Americans do. But you may not be aware that not all 401(k)s are created equal. People are often surprised to learn that many plans do not offer all the perks and benefits permitted under IRS rules. That’s because employers are allowed to pick and choose the features they […]

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Memorial Day 2019

Memorial Day 2019

Our office and the financial markets will be closed on Monday, May 27, 2019 in observance of Memorial Day.

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2019 Barron’s Independent Women Advisors Summit

You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]

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Mother's Day 2019

Celebrating Mother’s Day 2019!

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Quote Of The Week: Shattering The Glass Ceiling

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Please Welcome Our New Client Services Associate, Austin Tanner!

Please welcome Austin Tanner to our team! Austin recently joined Adam Financial Associates as Client Services Associate, replacing Nadia Rullo who left the firm to pursue other opportunities. Austin was born and raised in Laurel, Delaware. He attended Florida Atlantic University and graduated with a Bachelor of Business Administration in Finance. Austin has a passion […]

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