Consumers are often confused about the terms used in the investment industry. Sometimes it’s not their fault. Unscrupulous practitioners deliberately use misleading terms in an attempt to appear something they’re not. “Fee-based” is a great example of that. Why we think fees are better than commissions Those of us who charge fees (as opposed to […]
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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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Come Celebrate The Holidays With Us! December 11, 2019
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Smart Beneficiary Choices Can Save Your Heirs Thousands June 25, 2019
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Come Celebrate The Holidays With Us! December 11, 2019
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It’s Official! Adam Financial Joins Mercer Advisors December 10, 2019
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Top Reasons For Working Past 65 December 10, 2019
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
adamfinl.com