James McGrath (CFP®, CLU, CPA)

James McGrath focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

I have provided personal planning advice to attorneys, corporate executives and high income families for thirty years. I have many years experience in Divorce Planning and also working with Widows.  

Additional Information

One of our special offers is a two hour tune up, with a quick review of your particular situation and work on your greatest concerns. No written report but an action plan at the end. Follow up phone calls are part of the service.

NAPFA Start Date

January 15, 2004


This Office

10411 Motor City Dr Ste 750 Bethesda, MD 20817-1289 Phone: (301) 984-7750 Fax: 301-984-7751