Shane Sweigart is a certified financial planner and vice president who has been leading and collaborating with the Philadelphia team since 2008. He earned his finance degree from Penn State University. McAdam Financial's vision is to assist clients in retirement planning, with a focus on pre-retirement and asset spend-down strategies during retirement. They offer a range of financial products, including financial planning, wealth management, advanced wealth strategies, and executive services, to address these four areas. They provide free consultations, so schedule a call with one of their experienced financial advisors, and they will learn about your ideal financial needs. McAdam Financial has offices in several locations, including Philadelphia, Boston, Chicago, Central New Jersey, NJ, and Tyson's Corner, VA.
Continuity and Estate Planning
Tax and Insurance Strategies
Employer Benefits Optimization
Tax Sensitive Investment Management
401(k) and Alternative Investment Strategies
Owner and Executive Compensation Plans & Qualified Retirement Plans
The McAdam Financial team that I've been working with for over a year is highly professional, extremely flexible, supportive of my need to learn the whats and whys of investing, and have provided a plan that they've aligned to my goals and objectives. What a refreshing turn of events from the one-size-fits-all approach. I highly recommend engaging McAdam for beginners, and even advanced portfolio needs - they can handle it all focusing on you, the client!
I have been with McAdam Financial for over 4 years. My advisor Will has been so helpful with helping us direct our finances with the best possible outcome. His attention to detail and follow up has been impeccable. the service and knowledge we have received and gained.
I have had a wonderful experience with the folks at McAdam, specifically, Jake Pinto. He has provided me with insight and direction to make the best possible investments. Most importantly, Jake has given me peace of mind. They are always in my corner and available for questions whenever needed. I would highly recommend Jake @ McAdam.
Write a Review
Location / Contact:
Smart CEO's Corporate Culture Awards Winner
Mon - Fri: 8am - 6pm
Sat & Sun: Closed