We Love To Work With Women Clients, And It Shows! 

We’re thrilled to share some exciting news. Mari has again earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and was recently featured in USA Today, spotlighting our firm’s commitment to our female and couple clients.

You can take a look at the USA Today announcement here.

This recognition demonstrates our commitment to all clients, and allows us to further showcase our commitment to women clients and to our profession — symbolizing the integrity, knowledge and service excellence we strive to deliver to every client we serve.

The Women’s Choice Award for financial advisors is the premier recognition award earned by advisors who are providing the highest level of quality service to their clients. Women’s Choice Award advisors have been evaluated through a rigorous evaluation process including 17 point criteria. This award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

If you have family, friends or colleagues who could benefit from working with a dedicated financial advisor, please let us know. It would be our absolute pleasure to offer them the same level of service.



The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.

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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