James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Financial Advisor

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James McGrath, CFP®, CPA, CLU®

(301) 984-7750

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

Meet James McGrath

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.

James 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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James McGrath is a NAPFA-Registered Financial Advisor

    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.

Contact James McGrath

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Office Locations:

  • 10411 Motor City
    Suite 750
    Bethesda, MD 20817

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