Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
We’re proud to announce that our firm Mercer Advisors was just ranked #7 in Barron’s listing of 2020 Top Independent Advisor Firms! Congratulations to all our colleagues at Mercer Advisors for their hard work and accomplishments in achieving this significant honor. We look forward to continuing to provide clients with the best possible investment and […]
Millions of Americans received stimulus payments of up to $1,200 each to combat the damage done by the COVID-19 pandemic. Recently, researchers checked in with them to ask how they spent the funds. The answers might surprise you, according to financial journalist Kimberly Lankford writing for US News and World Report. The bottom line? Researchers […]
Financial Times has named Mercer Advisors to their elite group of Top 300 Registered Investment Advisors once again! The list singles out Registered Investment Advisors with more than $300 million of client assets under management based on their expertise, credentials and client service. Clients need in-depth and tailored advice more than ever, says the Financial Times, as […]
We’re thrilled and honored to share that we’ve been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]
I love the saying “If you can see it, you can be it” because it encapsulates just how important it is to have role models, and how much easier it makes our journey if we can see others like us clearing the path ahead. That’s why I was touched by a story recounted by Brett […]
Happy Independence Day holiday! Our offices will be closed Friday, July 3 for the holiday. Take care, and enjoy your weekend celebrating our nation’s independence with your friends and family! Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a […]
“A father is a guy who has photos in his wallet where his money used to be.” To all our fathers, with gratitude. Happy Father’s Day!
Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]
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 five 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?
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431