Evan McGrath

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