Financial Strategies, Inc.

Financial Strategies, Inc. (CRD# 115828) is a financial advisory firm headquartered in Bethesda, MD. They manage $22,536,599 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $321,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James G. McGrath
CRD#: 1123300
11300 Rockville Pike, Suite 1208, Rockville, MD 20852
96
Wealthminder
score

James McGrath (CRD# 1123300) is an Investment Advisor Representative working at Financial Strategies, Inc. in Rockville, MD and has over 33 years of experience in the finance industry. James McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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