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.
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?
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.
We have years of experience helping clients like you with the full range of their financial and investment needs:
For a complete brochure, additional information, or to schedule a complimentary “get acquainted” meeting, please contact us today.