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Phil Simonides, CFP®

Senior Vice President
McAdam Financial

Phil Simonides, CFP®, is Senior Vice President at McAdam, where he oversees the firm's Washington, D.C., metro, New York City metro and Boston offices. As a member of the executive team, Simonides serves as the Chair of Advanced Planning at the firm, specializing in strategies for high net worth individuals and families, and business owners. He joined McAdam in 2011 after having spent the majority of his 27-year career at Ameriprise Financial.

E-mail: philsimonides@mcadamfa.com
www.mcadamfa.com

Latest Features

Building Wealth
September 2017

Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime

Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement.

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Building Wealth
May 2017

What Do Potential Tax Changes Mean for Your Investments?

To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.

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Building Wealth
March 2017

Which Career Path Are You On? Your Retirement Strategy Depends On It

From job-hopper to lifetime loyalist, there are five types of career paths people tend to follow. Here are the retirement-planning challenges and strategies for each.

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Building Wealth
January 2017

5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning

You may need to adjust your strategy during crunch time in order to successfully reach the end zone.

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Building Wealth
July 2016

3 Things You Didn't Realize a Financial Adviser Could Do for You

The right professional can help guide your career and personal relationships, as well as your portfolio.

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Building Wealth
May 2016

4 Keys to Reaching Your Lifetime Financial Goals

Understanding the state of the market, as well as your wealth, objectives and career trajectory, can help you create a solid plan to maximize returns.

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Building Wealth
March 2016

5 Questions to Ask Your Adviser About Taxes

Do you know what asset location is? What about tax loss harvesting? Understanding these concepts might help you minimize your tax hit.

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