OUR APPROACH
LRVS uses the McAdam’s Advanced Advisory ModelTM that integrates all three areas of financial planning: the financial, the personal—and the professional. With our advanced knowledge and deep experience with professionals and their challenges and opportunities, we help you make the most informed decisions at each step and provide you with a whole new level of clarity and control.
We are supported by McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of four offices in Philadelphia, Chicago, Boston, and Tysons Corner. McAdam has developed an intelligent advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and experience we help professionals make informed decisions and provide a new level of clarity and control.
IMPORTANT DISCLOSURE INFORMATION CLICK HERE
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at PKS 80 State Street Albany, NY 12207
Purshe Kaplan Sterling Investments and McAdam LLC dba LRVS Advisory Group are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY
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