Holcombe & McGrath

About Holcombe & McGrath

<p>Founded in 2008 by Susan McGrath, Holcombe &amp; McGrath is based in Asheville in the mountains of western North Carolina and works with individuals and employers on long-term planning and retirement needs.</p> <p>The firm is a fee-only financial planning and investment management practice and operates as a fiduciary. It is also a registered investment adviser with the U.S. Securities and Exchange Commission. Clients come from Asheville and nearby communities across the region.</p> <p>Planning work includes retirement planning, estate planning, wealth preservation, and education and college planning. For business owners and employers, the team handles employer retirement plans and guidance tied to 401(k) plans and ERISA compliance.</p> <p>One thing that sets Holcombe &amp; McGrath apart is its fee-only structure, which supports unbiased advice. The firm reports that over 90% of new clients come from referrals.</p> <ul> <li>Fee-only financial planning and fiduciary advice</li> <li>Investment management</li> <li>Employer retirement plans and ERISA-related support</li> <li>Insurance and liability analysis</li> <li>Financial education</li> </ul>

Website: https://holmcg.com/

Founded: 2008