Amanda McGrath
CFP®
Asset Advisory Group
Partner / Sr. Wealth Advisor
Amanda McGrath
CFP®
Asset Advisory Group
Partner / Sr. Wealth Advisor
Since 1993, Asset Advisory Group has been dedicated to providing unbiased investment advice and strategic wealth planning to individuals, families, business owners, and entrepreneurs. At Asset Advisory Group, our relationship with you is supported by the strongest standard of integrity and accountability: The Fiduciary Standard. - Amanda McGrath, CFP®
Fee-Only financial planner located in Kinnelon, NJ, serving clients locally and across the country
Amanda McGrath is a Kinnelon, NJ fee-only financial planner. Asset Advisory Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Amanda McGrath is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Amanda McGrath is a Senior Wealth Advisor and Partner at Asset Advisory Group helping clients develop their financial plans, implementing wealth management strategies, and managing client investment portfolios.
Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor. She is a member of The National Association of Personal Financial Advisors and a member of the Financial Planning Association of New Jersey where she also served as a Board member and Director of the Women's Group for two years. She was also featured on an episode of the FPA Podcast “Financial Wellness Decoded” to discuss why financial planning is a great career for women. In 2019, the Financial Planning Association of NJ presented Amanda with an award for her contribution as a board member and for furthering the profession and support for women in financial services.
Amanda previously spent 11 years on wall street in the Private Banking divisions of J.P. Morgan Chase and Deutsche Bank, where she worked on a team of specialists advising high net worth clients on all aspects of their wealth including public and private investments, estate and charitable planning strategies, credit and liquidity needs, executive compensation analysis and simplification of their day-to-day banking.
Amanda received her Bachelor of Business Administration in Finance from the Goizueta Business School at Emory University. She lives in Kinnelon with her husband and two children.
Amanda’s unique approach to the family wealth industry centers around education and customization. She has advised children of clients as young as 8 years old and has also developed a dedicated female client base. She is also passionate about supporting financial literacy in her community. She has visited local schools for financial literacy month to educate elementary and middle school students about saving and investing from an early age and has organized free events for seniors in her community and students at local colleges to learn about basic investing in a safe and judgement-free environment.
Amanda McGrath is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Since 1993, Asset Advisory Group has been dedicated to providing unbiased investment advice and strategic wealth planning to individuals, families, business owners, and entrepreneurs.
We unravel the complexity and develop a plan for you that will deliver achievable outcomes to meet your individual needs. Our company remains small enough to provide individual and personal service, a size where every one of us knows every client.
At Asset Advisory Group, our relationship with you is supported by the strongest standard of integrity and accountability:
The Fiduciary Standard.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Amanda McGrath is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Amanda McGrath is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Amanda McGrath is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Amanda McGrath
Office Locations:
-
170 Kinnelon Rd Rm 3
Kinnelon, NJ 7405
