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Custom, Protection-Focused Strategies
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Discover tailored financial solutions that shield your wealth while helping it grow — so you can enjoy the retirement you’ve worked so hard to build.
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How It Works
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Experience Financial Security with Confidence
360-Degree Planning
We consider every aspect of your financial situation to ensure a comprehensive and coordinated strategy.
Personalized Wealth Management for a Deserved Secure Retirement
Market-Protected Growth
We specialize in risk-efficient investment strategies that help protect your portfolio from a correction while aiming to maximize growth potential.
Advanced Tax Strategies
Evaluate an array of strategies that can help to reduce your tax burden wherever possible.
Holistic Wealth Management
At McAdam Financial, Matthew Donohue, CFP® offers a high caliber of service and expertise focused on improving every aspect of his clients' financial lives. Here are some of the ways he stands out:
Comprehensive Wealth Management
Protect, grow, and secure your wealth with tailored strategies designed to meet your unique financial goals. Our wealth management approach combines asset protection, tax efficiency, and personalized planning designed to help ensure your investments are safeguarded while they grow.
Consult
Complete the form, and our team will reach out to schedule a free consultation.
Assess
Perform a preliminary assessment to understand your goals, areas of strength and weakness, and consider how you can improve.
Plan
Build a comprehensive and personalized wealth strategy for your needs.
Tailored Protection Plans
Custom solutions are designed help to safeguard your wealth through diversified, risk-sensitive strategies, including safe money investments and alternative assets
About Us
Matt Donohue, CFP® of McAdam Financial is committed to knowing all of his clients on a personal level and providing the highest caliber of service. Primarily working with retirees and pre-retirees, Matt provides independent and fiduciary planning to his clients to help them make the most of their situations and realize their goals.
McAdam is an SEC-registered investment adviser that maintains a principal place of business in the Commonwealth of Pennsylvania. The firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about McAdam's registration status and business operations, please consult the firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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Goal Oriented
Every client is provided white glove service customized to their objectives, concerns, and preferences.
Retirement-Focused Growth
Strategies aimed at ensuring sustainable, growth-oriented income throughout retirement, so you can enjoy peace of mind in the years to come.
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Testimonials
Tabitha Hensley
Excellent experience working with Matthew Donohue at McAdam’s. I especially appreciate his quick follow-ups and proactivity in helping me set up a full retirement and investment plan.
Debbie Tarr
Over the last year, I have had the pleasure of working with Matthew Donahue. He has worked closely with me to ensure I’m on target to reach my financial goals and taken the stress off of me.
Daphne Hoffacker
Wonderful information presented in a very low-pressure way. We appreciated Matt and Gabriel.
Schedule your free consultation today to start building a retirement strategy you can count on.
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Marc Geaumont
Matthew Donohue supports my financial planning with the upmost respect, courtesy, and thorough knowledge of my specific goals and needs. Matthew's attention to detail and my specific plan are a credit to McAdam Financial. I highly recommend Matthew to anyone looking to set a clear strategy that will meet their specific goals! Thank you, Matthew!!!
Sean Campbell
I was extremely happy with the care Matthew Donohue expressed in his treatment and customer service with both me and my wife throughout this entire process. He explained every aspect thoroughly with care and humility. We were overwhelmed with gratitude with how well he helped understand and took the time to explain every detail thoroughly. We are excited and content with the dust our future holds thanks to McAdam Financial. We look forward to establishing more financial freedom and signing up with more products.
Patrick McMahon
I am very satisfied with the financial planning relationship that I have with McAdam Financial. My investment advisor, Matthew Donohue, has helped me develop and implement a rational retirement plan.
Matthew has demonstrated strong knowledge of the product universe. After consultations to understand my circumstances and goals, He has helped me more creatively use various products to optimize the risk/reward characteristics of my retirement portfolio. Without hesitation, I would highly recommend McAdam and Matt to others.