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Congratulations To Stephanie Cooper On Registered Paraplanner Designation!

Congratulations to Client Services Associate Stephanie Cooper, who is our latest team member to earn the Registered Paraplanner (SM) designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well on on-the-job experience and code of ethics. As Stephanie’s accomplishment demonstrates,  our firm is committed to continuously […]

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Mari Adam Participates In Women’s Wealth Summit In Atlanta

Mari Adam was part of a select group of executive women in wealth management invited to Atlanta March 4-5 to take part in the Financial Advisors Women’s Summit, hosted by United Capital Private Wealth Counseling. The Summit focused on the challenge of building the “Firm of the Future,” and addressing the professional and personal needs […]

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Quote Of The Week: Women Searching For Financial Knowledge

“Six in 10 women surveyed felt they had little or no knowledge of financial products and investments compared with four in 10 men.” “Research has shown that women control or play an important role in most household’s financial decisions, in addition many will likely live longer in retirement, yet they still don’t believe they have the […]

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Working On Your New Year’s Resolutions?

Working on your New Year’s resolutions? Did you know that over half of all consumers make a financial New Year’s resolution, according to Fidelity Investments? The top resolutions? Save more money Pay off debt Spend less money Make a long-term plan Make a budget Pay down credit card debt Consumers start this New Year feeling […]

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Our Holiday Party Means Toys For Kids!

A warm “thank you” to all our clients, colleagues and friends who joined us December 18 for refreshments and good cheer at our annual holiday open house! It was our turn to express appreciation to all those people who make our work so fulfilling, and a chance to give back to the community by sharing the holiday spirit […]

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Making An Impact

Sometimes, one of the best things we can do for clients is stay out of the office. That’s when we have the opportunity to explore new ideas, meet with ground-breaking investment thinkers, compare notes with colleagues and peers from all across the country, and discuss how to apply the latest in investment research and techniques to […]

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We’re Moving!

It’s time to move to a bigger bowl! On October 31, we’re relocating to a larger space so we can serve you better. Our new address is: Adam Financial Associates, Inc. Crystal Corporate Center 2500 N. Military Trail, Suite 306 Boca Raton, Florida 33431 Telephone:  561.417.0001 Fax:  561.417.0002 Email: Website:  (Our telephone, fax and […]

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Fall Media Projects

We actively participate in a variety of media projects with the goal of helping clients and consumers learn more about financial issues. Here are selected articles to which we contributed (for a full listing, please visit our website):, Craig Guillot, August 30, 2013, “See how well you’re prepared for retirement with the 4% rule“, Donna […]

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We’re Growing To Serve You Better!

 We’ve added two new team members to ensure you continue to receive the highest possible level of personal and comprehensive service. Please join us in welcoming Kathryn Lamontagne and Stephanie Cooper to the firm.  They will be working directly with clients on their financial planning and wealth management strategies, alongside our third Client Services Associate Rachael Grattan. For […]

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Congratulations To Our Client Services Associate Rachael Grattan

Congratulations to Client Services Associates Rachael Grattan, who is our latest team member to earn the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics. Rachael completed her undergraduate coursework at Florida Atlantic University […]

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