McAdam Financial Email Formats

Financial Services • Philadelphia, Pennsylvania, United States • 201-500 Employees

McAdam Financial Email Formats

McAdam Financial uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@mcadamfa.com), used 82.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@mcadamfa.com	82.8%
{first name}.{last name}	john.doe@mcadamfa.com	12.5%
{first initial}{last name}	jdoe@mcadamfa.com	2.3%

Key Contacts at McAdam Financial

Chad Goldstein

Director Of Financial Operations And Financial Consultant

Kevin Mcadam

Director Of Trading & Ria Manager At Mcadam

Linus Park

Investment Director

Andrew Phelan

Financial Advisor To Professionals, Business Owners, Hnw Individuals

Company overview

Headquarters	1880 John F. Kennedy Blvd, Suite 1600, Philadelphia, PA 19103, US
Phone number	+18882277162
Website	mcadamfa.com
NAICS	52
SIC	628
Keywords	Risk Management, Insurance Planning, Wealth Management, Executive Compensation, Retirement Planning, Advisory, Financial Planning, Investment Management, Charitable Giving, Divorce Financial Planning, Estate & Legacy Planning, College Savings Planning, Business Owner Services, Tax Analysis & Planning, 401(K) Optimization, Employer Benefits Optimization, High-Net-Worth Planning
Founded	2008
Employees	201-500
Socials

About McAdam Financial

McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA. We offer comprehensive tax-efficient financial planning and investment management services, both in-person and virtually. We are dedicated to empowering individuals on their journey to a fulfilling retirement. As your fiduciary financial advisor, we create personalized retirement roadmaps tailored to your specific goals and risk tolerance, culminating in a comprehensive written financial plan. Our comprehensive approach includes retirement planning, tax and insurance analysis, 401(k) optimization, investment planning, estate planning, employer benefits optimization, and education planning. By focusing on how you spend, protect, and grow your wealth, we help provide peace of mind as you work towards a secure financial future. We believe in building long-lasting relationships founded on trust, transparency, and open communication. Let's talk about what matters to you! Schedule your free exploratory conversation today. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. Insurance products and services offered through McAdam Financial. McAdam, LLC and McAdam Financial are not affiliated with MAS.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

McAdam Financial has 153 employees across 9 departments.

Departments

Number of employees

Funding Data

McAdam Financial has never raised funding before.

McAdam Financial Tech Stack

Discover the technologies and tools that power McAdam Financial's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

Astra

WordPress themes

Gravity Forms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

McAdam Financial is located in Philadelphia, Pennsylvania, US.

You can reach McAdam Financial at +18882277162.

McAdam Financial was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

McAdam Financial has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.