Tampa, FL Office

McAdam advises individuals, trusts, estates, charitable organizations, corporations and government entities, including high‑net‑worth households, and provides financial planning, investment management, retirement plan consulting and related implementation support. Like many multi‑team advisers, it charges asset‑based and fixed fees and offers ongoing portfolio management alongside stand‑alone planning engagements.

The firm typically manages client accounts on a discretionary basis and allocates assets among mutual funds, ETFs, individual securities and unaffiliated independent managers, tailoring portfolios to client objectives using fundamental analysis and periodic reviews. McAdam also incorporates less liquid or specialized exposures — including direct indexing, private investment funds, structured notes, interval funds and cryptocurrency exposure via exchange‑traded vehicles or separate managers — and consolidates held‑away assets into reporting through ByAllAccounts/eMoney.

Distinctive features include a tiered weekly subscription planning product (RetireUS), an explicit Artificial Intelligence policy and monitored use of AI tools in advisory work, and optional estate‑document creation through the Wealth.com platform. The firm also receives platform software and other support from major custodians and discloses that certain supervised persons may offer brokerage or insurance products in separate commission arrangements, which it treats as potential conflicts.