Our clients know that we work on a fee-only basis. That means we do not accept commissions for recommending, buying or selling investments and we work only for you, our client. That independence allows us to always deliver to you our expert, objective and unbiased advice. Of course, not every investment professional can say that. […]
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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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Changes To Your IRA On The Way? Not All Of Them Are Good July 2, 2019
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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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Contact Us
Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
adamfinl.com