Services Offered
Retirement Planning
Custom strategies to help you plan for early or secure retirement with confidence.
Investment Advisory
Personalized investment portfolio management to optimize earning potential and align with your goals.
Insurance Services
Comprehensive insurance solutions tailored to protect your assets and financial future.
Financial Consultation
One-on-one advisory sessions for clear, actionable advice on market changes and financial decisions.
Long-Term Financial Strategies
Proactive planning and guidance to build a solid financial foundation for the future.
Reviews
5(5 reviews)
Rating Distribution
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Scotty Walker
via Google
2 months ago
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!
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Michelle Stormvia Google
2 months ago
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.
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Robin Coopervia Google
5 months ago
I’ve had the pleasure of working with Michael Lynch as my financial advisor, and I can confidently say he goes above and beyond for his clients. Michael takes the time to understand your goals, explains everything clearly, and makes sure you feel confident in every decision. What stands out most is his professionalism and genuine care. He’s not just focused on numbers, but on helping build a solid financial future. Whether it’s retirement planning, investment strategies, or simply making sense of market changes, Michael’s guidance has been invaluable. If you’re looking for someone who is knowledgeable, trustworthy, and truly invested in your success, I highly recommend Michael Lynch!
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Trent Sperryvia Google
5 months ago
Working with the team at McAdam Financial has been a fantastic decision. My advisor, Peter Molnar, has already earned me several times what it costs to sign up in just the short timeframe I have been with them. They put your goals first, help you make informed decisions, and are detailed every step of the way. I would recommend them, and specifically Peter, to anyone looking to optimize their portfolio’s earning potential.
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Traci Sperryvia Google
5 months ago
I am so happy that we connected with financial advisor, Peter Molnar at McAdam Financial. I can’t say enough good things about him. He makes everything easy to understand and genuinely cares about helping us reach our goals.Peter’s expertise, dedication and professionalism give me so much confidence in our decisions. As we are only a few years away from retirement, it is so reassuring to know he’s got our backs. I would highly recommend him to anyone looking for solid, trustworthy advice.
