Evan McGrath
Financial Advisor
ChFC®, CRPC®, CEPA®
Evan McGrath, ChFC®, CEPA®, CRPC® is a financial advisor in our Addison, Texas, office, serving the greater Dallas region and beyond. A native of Flint, Michigan, Evan worked with clients at an investment management firm in Sarasota, Florida, prior to coming to Allworth Financial and Allworth Airline Advisors. With more than 20 years of experience in the investment and insurance industries, he has worked extensively with employer-sponsored retirement plans, annuities, and tax return preparation. Evan lives in Aubrey, Texas, with his wife, Anne, and their two children.
My process begins with listening carefully to my clients’ concerns and incorporating those insights into the development of their financial plan. Achieving their goals and objectives is always the primary focus, and I work diligently to ensure that every aspect of their plan is aligned with their vision. If something is missing or could be improved, I make it a point to address those gaps, ensuring a comprehensive strategy that supports their long-term success.
As an advisor, I believe in maintaining open lines of communication with my clients. Clients can meet with me as often as needed, at least annually, or whenever a life-changing event occurs. After each meeting, I provide a follow-up email summarizing what was discussed and outlining the next steps for both myself and the client. My availability is a priority, and I am committed to helping clients navigate life’s changes while staying focused on their evolving goals and objectives.
I believe that everyone should be allowed the opportunity to retire confidently and comfortably, and the right advice is key to making that possible. That’s why I find being a financial advisor so incredibly rewarding—I can make a meaningful difference in the lives of individuals or families by helping them make smarter financial decisions and avoid costly mistakes.
ChFC®: Chartered Financial Consultant®
CEPA®: Certified Exit Planning Advisor
CRPC®: Chartered Retirement Planning Counselor
What keeps me motivated in my work is the end results of having happy and satisfied clients. If I can make the smallest difference in making the client’s financial life easier, then the work I do is rewarding for me as well.
Latest Insights
The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
Read more
Leaving the Workforce Early? 3 Things to Get Right Before You Go
For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …
Read more
The Estate Planning Opportunity Hiding in Plain Sight
Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …
Read more
