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Margaret McGillin (CFP®)

Margaret McGillin focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Making sure spending, saving and investing is in alignment with goals and values. Balancing competing goal funding, including current demands and future aspirations. Tax Strategies, Life Transitions, Long Term Care Analysis, Legacy Planning. 

Additional Information

Fee-Only, Comprehensive & Holistic

Low cost, evidenced-based investment management

Team of 4 CERTIFIED FINANCIAL PLANNERS TM

NAPFA Start Date

March 24, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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