Adam Financial Associates, Inc. Receives National Certification By Women Business Owners Group

We are proud to announce that our firm, Adam Financial Associates, recently received national certification by the National Women Business Owners Corporation (NWBOC) as a woman-owned and woman-controlled business.

Fewer than 8% of comparable firms in our industry are owned by women, according to data from Cerulli Associates.

Why does this matter?

Women advisors bring to the table a unique understanding of the needs of women clients.  Estimates are that as many as nine out of 10 women will be solely responsible for their finances at some point in their lives. Women often earn less, live longer and are less prepared to provide for the financial needs of themselves and their families.  They need to make a special effort to be adequately prepared for retirement, yet the financial services industry is frequently viewed as unresponsive and often hostile to the needs of women investors.

Many women prefer and are more comfortable working with women advisors. In fact, twice as many women working with a female advisor said they were “extremely satisfied” with the relationship, compared with women working with male advisors. Women report that their female advisors do a good job “listening to them and understanding their investing needs.”

We believe that women (and men) in all walks of life need to understand and take charge of their personal finances so they can reach their personal goals. We’re proud to do our part to make that a reality.

We often conduct educational sessions with corporate and community groups on investment and personal finance topics, including financial planning and investments for women. Let us know if we can work with your group!


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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