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, 2019

If you are looking for professional financial advice, we invite you to come in for a complimentary meeting to discuss your needs and financial concerns. For almost twenty-five years, Adam Financial Associates has been helping clients just like you plan and invest for a better, more secure future. And yes, we are fiduciaries who always put your interest first.


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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