Financial Advisor
CurrentWorking with business owners and high level executives in implementing strategies to achieve both short and long term financial success. The firm's business owner services include business continuity planning, owner and executive compensation plans, key employee retention plans, as well as business succession planning. We offer a full range of services to individuals and families which include retirement planning/spend-down strategies, alternative investment strategies, advanced tax management strategies, actuarial plan design, advanced insurance architecture, and estate planning among a variety of other services.Since its founding in 2008, the firm has been affiliated with Voya Financial Advisors, Inc., formerly ING Financial Partners, Inc. (“ING”). McAdam has launched a new Registered Investment Advisory (RIA) entity, through a strategic partnership with Charles Schwab, serving our fee-only independent financial advisors and our clients. The firm has also developed a relationship with Purshe Kaplan Sterling Investments (PKS) as their full-service broker/dealer. Our hybrid model allows for true open architecture in developing advanced planning strategies for our clients.
