Adam Financial Associates Inc

About

Visit our website www.adamfinl.com for more information about our team and the services we offer.

Story

Adam Financial Associates, Inc. is a personal financial advisory firm and Registered Investment Advisor (RIA) located in Boca Raton, Florida. We specialize in providing fee-only financial planning and investment management services to individuals, small business owners, and trusts. Founder and principal Mari B. Adam has over twenty years experience as a Certified Financial Planner practitioner, providing expert and objective financial planning and investment advice to clients in South Florida and throughout the country.

Mission

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, you can be assured of objective and unbiased advice you can trust. With Adam Financial Associates, Inc. your best interest is our first priority.

Products

We frequently participate in media projects with the goal of helping clients and consumers learn more about financial issues. To view our newsletter and media articles to which we've contributed, visit http://www.adamfinl.com/pages/f_inthenews.htm