James  McGrath

James McGrath

| CFP®, CPA, CLU®

Financial Strategies, Inc.

(301) 984-7750

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Fee Only Financial Planner Located in Bethesda, MD and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Charitable Giving and Trusts

Website

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10411 Motor City
Suite 750
Bethesda, MD 20817

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

James McGrath is a Bethesda, MD Fee-Only Financial Planner serving Bethesda and all surrounding areas. Financial Strategies, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. James McGrath is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jim McGrath is the Managing Director of Financial Strategies, Inc., a Registered Investment Advisor.

Since 1983, he has been a CERTIFIED FINANCIAL PLANNER™ practitioner licensed by the CFP Board of Standards in Washington, DC. He has been licensed by the State of Maryland as a Certified Public Accountant (CPA) since 1982. As part of his ongoing continuing education, Jim successfully completed the coursework for and was awarded the Chartered Life Underwriter (CLU) designation from the American College in 2000. Since January 2004, Mr. McGrath is a NAPFA-Registered Financial Planner. Jim is one of only six individuals with this array of credentials out of a universe of approximately 650,000 people in the US who call themselves financial advisors.

Active in numerous professional and civic organizations, Mr. McGrath is the Past President of both the National Capital Chapter of the International Association for Financial Planners (IAFP) and the Rockville Rotary Club. He is an active member the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).

Over the last thirty years, in addition to appearing on local cable television and radio, Mr. McGrath has been quoted in The Washington Post, The Baltimore Sun, New Choices, Worth, Investor's Business Daily, The Chicago Tribune, USAIR Magazine, Consumer's Digest, Changing Times, Readers Digest, The New York Times, Sylvia Porter's Personal Finance, Personal Investor Magazine, Washington Dossier, Washington Woman, Washington Business Review, and the Washington Business Journal.

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What do you want for the rest of your life?

We help you visualize your life going forward; the rest of your career, the Retirement you have always dreamed of, the “Golden Years” that according to many are not so Golden.

One of our favorite conversations is “When is enough”  and what that means to you, your family and your current plan.

Are you concerned about the Economy, the last Recession, the Fed, the Market Today or any other number of thoughts that can immobilize your thinking and cause financial panic.  We follow the various markets and trends so you don’t have to. Not to say you should not stay informed, but really, do you want to spend all day reading tickers and watching screaming heads on the TV?

It’s our job to “Sweat the Details” so you can get on with your life.  See here for a description of the Financial Planning process.   We review all your financial stuff and help you sort it out.  Questions about IRA’s, Social Security, Retirement Plans, Life Insurance, 401(k)’s, Long Term Care, Municipal Bonds, Home and Auto Insurance, Estate plans, College Funding, etc.   Quite a list.  All this and more will be reviewed as needed and we will help you sort out options and find the answers.

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