JimJim 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.

Jim has also graduated from the Kinder Institute, where he studied life planning and the Sudden Money Institute.  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 of the Maryland Society of Accountants, 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.

Download the vCard for James G. McGrath, CPA, CFP®, CLU

Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Call Today

Advice for Counsel

For over twenty five years, Financial Strategies has worked with attorneys

Read more

Taxes !! Paying too much?

Most Financial Planning firms do not prepare tax returns. We have always believed this is a mistake.

Read more

The 2 Hour Tune-up

Sometimes you may have questions, but no further interest in going through the comprehensive financial planning process.

Read more

Suddenly Single

There are points in life where everything changes.  You suddenly have responsibility for issues you never had to deal with and no idea where to turn

Read more