Financial Strategies, Inc.
Financial Strategies, Inc. (CRD# 115828) is a financial advisory firm headquartered in Bethesda, MD. They manage $24,700,000 in 24 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$1,029,167
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
James McGrath (CRD# 1123300) is an Investment Advisor Representative working at Financial Strategies, Inc. in Rockville, MD and has over 34 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.