Skip to content

Evan McGrath

Financial Advisor

Designations: ChFC®, CRPC®, CEPA®

  469-676-4487

  Addison, TX

Evan McGrath, ChFC®, CEPA®, CRPC® is a financial advisor in our Addison, Texas office, serving the greater Dallas area, and beyond. A native of Flint, Michigan, Evan was with an investment management firm in Sarasota, Florida prior to coming to Allworth Financial / RAA. He has been in the investment and insurance industry since 2003. Evan has a strong background in working with employment retirement plans, annuities and has experience in tax return preparation. Evan and his wife Anne have two children, and live in nearby Aubrey, TX.

Education and Certifications

Who I work with

What guides my approach

Evan McGrath, ChFC®, CEPA®, CRPC® is a financial advisor in our Addison, Texas office, serving the greater Dallas area, and beyond. A native of Flint, Michigan, Evan was with an investment management firm in Sarasota, Florida prior to coming to Allworth Financial / RAA. He has been in the investment and insurance industry since 2003. Evan has a strong background in working with employment retirement plans, annuities and has experience in tax return preparation. Evan and his wife Anne have two children, and live in nearby Aubrey, TX.

“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.”

- Evan McGrath, Allworth Financial Advisor

More About Evan:

  • Evan has visited 49 of the 50 U.S. states and Washington, D.C. The only state he has not visited is Hawaii.
  • He occasionally travels to Asia since his wife was born and raised in the Philippines. They were married just outside of Clark Field, formerly a U.S. Air Force base, in the northern Philippines.
  • Evan collects game-worn hockey jerseys from both college and professional players, and he currently owns about 250 jerseys.
  • He coaches the soccer teams of both his children, who are aged 5 and 10.
  • Evan is heavily involved with his church, participating as an usher and working with youth ministries.
CoSign 1_460x460

About Allworth

blue line

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9