Scotty Walker

I’ve had an absolutely outstanding experience working with Steven Schmuhl at McAdam Financial in Chicago! Steven goes above and beyond to provide personalized financial and retirement planning tailored to individual goals. His expertise, professionalism, and proactive approach have made a huge difference for me—and I trust him completely. I’ve recommended Steven to several colleagues who are now also clients, and they share the same positive experience. If you’re looking for custom financial strategies and long-term planning with someone who truly cares about your success, I highly recommend Steven and the entire McAdam Financial team! Services Financial planning, Retirement savings consulting, Investment advising

Michelle Storm

McAdam Financial has been a fantastic partner for the last seven years. My advisor, Steven Schmuhl, is outstanding—responsive, knowledgeable, and genuinely supportive. Every interaction feels thoughtful and tailored, and Steven consistently provides great advice and insight that helps me make confident decisions. He also makes the relationship personal in the best way—he takes the time to connect, and we always enjoy catching up on our mutual love of Big Ten sports. The whole team is excellent, and I truly feel like I’m on track for early retirement because of the planning and guidance I’ve received. I can’t recommend Steven and McAdam Financial enough. Services Financial planning, Estate planning, Retirement savings consulting, Investment advising, Wealth management

Michelle Wiles

After reviewing several financial management companies, I decided to go with McAdam as I found their approach to financial planning the most straightforward and understandable. I couldn’t be happier with the service and advice I’ve received so far from their team. Adam Duffy in their Chicago office, and Derek Stavarski in Philadelphia not only have the knowledge and expertise, they are friendly and understanding and ready to accommodate for any life change or needs that arise. They are truly part of a team I didn’t know I needed, but have given me the confidence in my financial future knowing I have them to advise me and that they have my best interest in mind always. Services Financial planning, Estate planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management