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Adam Financial Associates Inc.

Adam Financial Associates Inc.


Last Updated : 4/3/2008 3:03:24 PM



Adam Financial Associates Financial Advisory Firm

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, businesses, trusts, retirement plans and fiduciaries.
Solving the Financial Puzzle

Managing your finances isn’t as easy as it used to be. With stocks, bonds and over 10,000 mutual funds to choose from, it’s hard to know how or where to invest, and easy to make expensive mistakes. Faced with daily decisions affecting your finances, you retirement, your family’s security, your lifestyle, how do you know which choice is the right one?

Direction, Guidance, Advice ...

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.

Services Tailored to Meet Your Needs

In our initial meeting, we will conduct a free consultation and map out a strategy for meeting your financial goals. You choose the services that are right for you. Need a comprehensive review? Then select our ongoing investment management and financial planning services. Or, are your concerns more specific and limited in scope? Then our pay-by-the-hour services may be a better fit.

Personal Attention

Every client, whether large or small, is important to us. With Adam Financial Associates, Inc. you can always expect personal attention and quality service. We give you the confidence that comes with informed decisions, and protect you from unwanted sales pressure. We monitor your progress and recommend changes in your financial and investment strategy as your personal needs evolve.

A Price You Can Afford

Not seeking our advice may cost you more than you realize. We will help you avoid common roadblocks and expensive mistakes. Our fees are among the most competitive in the marketplace, and since we work only for you, we avoid the conflicts of interest that plague others in the industry.

Expert, and Experienced, Advice

We have years of experience helping clients like you with the full range of their financial and investment needs:
  • Investment Analysis
  • Portfolio Management
  • Retirement Planning
  • Planning for Women
  • Asset Allocation
  • Insurance Planning
  • Educational Funding
  • Tax Planning
  • Trusts and Estate Planning
  • Inheritance Planning

For a complete brochure, additional information, or to schedule a free, no-obligation consultation, please contact us today.

Learn why a CFP® professional should be your financial advisor of choice!

Our services are offered through Adam Financial Associates, Inc., an investment adviser registered with the SEC and located in the State of Florida.  The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or to offer to sell investment advisory services to any residents of any states in which we are not licensed to offer those services.  Information on this site is believed to be reliable but we make no representations as to its accuracy or completeness.  The information, articles and opinions in this website are for general information only and are not intended to provide specific advice or recommendations for any individual.  We suggest that you obtain the advice of a qualified professional for advice pertinent to your individual situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.


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Key Executives

Mari Adam
President and Certified Financial Planner

Helinka Mills
Certified Financial Planner

Stacy Alexander
Client Services Associate


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2424 N. Federal Highway
Suite 369
Boca Raton, FL 33431

Telephone: 561.417-0001
Email: ---


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