Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McGrath is a financial advisor at Evensky & Katz/foldes Wealth Management. Matthew has been in the financial services industry since July 2014. Matthew has a Series 65 license and is a Certified Financial Planner. Matthew's primary focus is providing financial planning and portfolio management services to high-net-worth individuals and families. Matthew's firm, Evensky & Katz/foldes Wealth Management, is a fee-only firm that provides a range of financial services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/22/2002 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew McGrath is the right advisor for you? Invested Better is here to help.
