Mari Adam

Founder and CEO
Mari Talks Money

As a successful financial advisor and Certified Financial Planner™ for over thirty years, Mari Adam has helped hundreds of clients – many of them women – find wealth, financial security, and personal freedom.

Widely respected for her financial expertise, Mari’s advice and commentary has appeared in numerous media outlets. She is a frequent blogger and speaker on topics such as women’s financial well-being, closing the gender wealth gap, retirement readiness, and other wealth issues.

As a single working mom, Mari stood out as a successful female entrepreneur in a male-dominated field, building her South Florida wealth management firm Adam Financial Associates into one of the most admired women-owned firms in the South Florida region. She was singled out for the prestigious Women’s Choice Award® for Financial Advisors and Firms for seven consecutive years.

In 2019, Mari’s firm was acquired by Mercer Advisors, one of the nation’s largest independent wealth managers. Mari directed Mercer’s South Florida office as Senior Wealth Advisor and served on the Board of InvestHERs, the firm’s award-winning female advocacy group, until she left Mercer at the end of 2022.

With Mari Talks Money, founded in 2023, Mari is able to make her insights and guidance available to a wider audience. Her ultimate goal is to help all women on their journey to financial well-being, empowered with the financial freedom to make choices and enjoy life.

Mari Has Appeared on Major Media Including:

Professional Credentials

Mari earned the CERTIFIED FINANCIAL PLANNER™ certification in 1991. She later acquired the Chartered Retirement Planning Counselor℠ and Accredited Wealth Management Advisor℠ designations, and is a licensed Life and Health Insurance Agent in the state of Florida.

Service

Mari is Past President of the Financial Planning Association of South Florida and former Chairmain of the Berger Institute at Claremont McKenna College. She is also a champions of numerous groups supporting women’s financial freedom including CFP Board Women’s Initiative, Global Financial Literacy Excellence Center at George Washington University, Women in Distress, Invest in Girls, and Broward Women’s Alliance.

Education

Mari earned her BA (Magna Cum Laude) from Claremont McKenna College in Claremont, California as part of the college’s first 4-year coed graduating class and continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris. She later completed an MBA (Honors) at George Washington University in Washington, D.C.

Early Career

She started her career in the U.S. diplomatic service , completing both overseas and Washington, D.C. assignments before transitioning to financial planning in her early thirties.

I start the morning with …

A walk around my neighborhood then a double espresso latte with freshly ground beans. It’s one of my few indulgences.

In my spare time …

I love to read. I’ve been in the same book club for 20 years and always have multiple books going at once.

When it comes to food …

Bring on the flavor! I’m an adventurous eater who loves French and Italian cuisine (doesn’t everyone?) but am always up for Thai, Indian, or Mexican food, or anything new.

Most notable backhanded compliment …

My ex-husband says one of my best qualities is I’m low maintenance. But I’m not sure that is meant as a compliment, right?

Favorite travel spots to date …

The South of France. The fascinating island of Malta, which is a true trip backward in time. Cambodia, hearing amazing stories of resilience. I am happy to strike out on my own, join up with fellow travelers, or discover a new place with family or friends.

Things I couldn’t live without …

Google, my old-fashioned paper planner which helps keep me on track, books, sunny weather, and my circle of family and friends (of course!)