Adam Financial Associates was acquired by Mercer Advisors in 2019. For information on the services formerly offered by Adam Financial Associates, please contact Mercer Advisors. For information on Mari Adam, founder and former President of Adam Financial Associates, and now founder/CEO of Mari Talks Money LLC, please see Mari Adam's LinkedIn page https://www.linkedin.com/in/mariadam1/. Adam Financial Associates, Inc. is a personal financial advisory firm and Registered Investment Advisor (RIA) located in Boca Raton, Florida, providing fee-only financial planning and investment management services to individuals, businesses, trusts, retirement plans and fiduciaries. We specialize in working with women investors and addressing their unique retirement and financial needs.
View Top Employees from Adam Financial Associates IncWebsite | http://www.adamfinl.com |
Revenue | $2 million |
Employees | 3 (1 on RocketReach) |
Founded | 1995 |
Address | 2500 N MILITARY TRL, Boca Raton, Florida 33431, US |
Phone | (561) 417-0001 |
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Industry | Investment Management, Investment Banking, Asset Management, Finance, Other Financial Services |
Web Rank | 19 Million |
Keywords | Mari Adam Adam Financial Associates |
Competitors | Berkson Asset Management, Inc., Blakeslee & Blakeslee, Estes Wealth Strategies, Newpark Wealth Management, Rochester Financial Services |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Adam Financial Associates Inc employee's phone or email?
The Adam Financial Associates Inc annual revenue was $2 million in 2024.
Fpqpâ„¢ Bradley Goldstein is the Director of Client Services of Adam Financial Associates Inc.
1 people are employed at Adam Financial Associates Inc.
Adam Financial Associates Inc is based in Boca Raton, Florida.
The NAICS codes for Adam Financial Associates Inc are [5239, 52393, 523, 52].
The SIC codes for Adam Financial Associates Inc are [62, 628].