Holcombe & McGrath

Our Mission

McGrath & Associates, Inc. empowers individuals and families to achieve financial security through comprehensive and personalized financial planning. We believe in building lasting relationships with our clients and guiding them through every step of their financial journey.

Our Independence

Our firm operates with unwavering independence, free from the constraints of large corporations or parent companies. This allows us to prioritize your best interests and make recommendations based solely on your needs and goals. We are Fee-Only professionals, meaning our compensation is directly linked to the services we provide, ensuring transparency and accountability.

Our Expertise

Our team of Certified Financial Planners (CFPs) possess in-depth knowledge and expertise in various areas, including:

• Estate Planning: Developing and implementing comprehensive estate plans to safeguard your assets and ensure your wishes are met upon your passing.
• Investment Management: Creating and managing diversified portfolios aligned with your financial goals and risk tolerance.
• Wealth Preservation: Protecting your wealth through strategies like insurance planning and risk mitigation.
• Retirement Planning: Optimizing your retirement accounts and plans for a comfortable future.
• Education & College Planning: Planning for your children's education expenses and ensuring their future success.
• General Advice & Financial Education: Providing personalized guidance on all aspects of your financial life.

Our Core Values

• Fiduciary Responsibility: We hold ourselves to the highest ethical standards, prioritizing your best interests in all our actions.
• Transparency: We communicate openly and honestly with our clients, explaining all aspects of their financial plan and the rationale behind our recommendations.
• Personalized Attention: We tailor our approach to each client's unique needs, goals, and financial situation.
• Client-Centered Approach: We prioritize your financial success and actively listen to your needs and concerns.
• Continuous Improvement: We stay updated with the latest financial planning trends and technologies to offer innovative solutions to our clients.