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Who We Are

Adam Financial Associates, Inc., based in Boca Raton, Florida, has been serving clients in Florida and across the country for over twenty years. Our firm specializes in providing customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Many of our clients are women, couples, and people who want to enjoy a confident, fulfilling retirement.

Our experienced and credentialed team can help educate you on all the options, so you can confidently make important financial decisions and chart your path for a rewarding financial future. The firm is a fiduciary, registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). We provide financial planning and portfolio management services on a fee-only basis, so our advice is unbiased and never colored by investment commissions or conflicts of interest.

Solving the Financial Puzzle

Managing your finances isn’t as easy as it used to be. With thousands of stocks, bonds, mutual and exchange-traded funds to choose from, it’s hard to know how or where to invest, and easy to make expensive mistakes. Faced with daily decisions affecting your finances, you retirement, your family’s security, your lifestyle, how do you know which choice is the right one?

Direction, Guidance, Advice ...

It’s more important than ever to seek informed, professional advice. Our comprehensive approach, combining investment, insurance, tax, estate planning and retirement perspectives, always lets you see the big picture and avoid costly mistakes. And because we’re a fee-only investment advisor, we do not charge or accept any investment commissions. You can be assured of objective and unbiased advice you can trust. With Adam Financial Associates, Inc. your best interest is our first priority.

Personal Attention

Every client is important to us. With Adam Financial Associates, Inc. you can always expect personal attention and quality service. We give you the confidence that comes with informed decisions, and protect you from unwanted sales pressure. We monitor your progress and recommend changes in your financial and investment strategy as your personal needs evolve.

A Price You Can Afford

Not seeking our advice may cost you more than you realize. We will help you avoid common roadblocks and expensive mistakes. Our fees are among the most competitive in the marketplace, and since we work only for you, we avoid the conflicts of interest that plague others in the industry.

Expert and Experienced Advice

We have years of experience helping clients like you with the full range of their financial and investment needs:

  • Portfolio Management
  • Retirement Planning
  • Planning for Women
  • Asset Allocation
  • Insurance Planning
  • Saving for College
  • Tax Planning
  • Divorce Planning
  • Trusts and Estate Planning
  • Inheritance Planning

For a complete brochure, additional information, or to schedule a complimentary “get acquainted” meeting, please contact us today.

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

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