McAdam Financial

You Deserve a Retirement That's Financially Advanced

Financial planner in Boston, MA (show on map)

4.9

★★★★★

115 reviews

Holistic financial planning and asset management for retirement solutions

Call (857) 263-7759

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About

McAdam Financial specializes in creating comprehensive retirement plans that address inflation, tax liabilities, and market risks. With over 37 years of experience, their team offers holistic financial planning, safe money strategies, and process-driven portfolio management to help clients achieve their retirement goals.

37+ years of experience in retirement planning

Proprietary 'Three Uniques' planning process

Focus on principal protection through fixed insurance solutions

Services

Holistic Financial Planning

Comprehensive written financial plans tailored to client goals and retirement lifestyles

360-degree financial analysis Market scenario planning Retirement lifestyle alignment

Safe Money Strategies

Risk mitigation techniques to protect principal and grow assets

Fixed insurance products Alternative investments Market volatility protection

Focused Asset Management

Process-driven portfolio management aligned with client goals

Proprietary analytics Risk-return optimization Regular portfolio reviews

Credentials & Certifications

Certified Financial Planner (CFP®)

Reviews

Rating

4.9

★★★★★

Reviews

115

"My Financial Advisor, Drew Gerety, is professional and knowledgeable."

Frequently Asked Questions

How can I mitigate the impact of inflation on my retirement? +

McAdam Financial offers strategies to address inflation through safe money solutions and alternative investments that protect purchasing power.

What are the tax implications of retirement accounts? +

Clients can use the retirement tax bill calculator to determine potential tax liabilities and explore options to address them through tax-efficient strategies.

How do you handle market volatility? +

Our process-driven portfolio management uses proprietary analytics to adjust risk exposure while maintaining alignment with client goals.