Michael McGrady, CFP®, CPA®

Mike’s specialization sits at the crossroads of income tax planning and estate tax strategy, two of the most consequential and often misunderstood areas of financial life. He works with clients to build plans that protect wealth across generations, minimize unnecessary tax exposure, and create the kind of clarity that lets families make confident decisions about their future. His CPA background gives him a technical precision that complements the firm’s planning-led approach, ensuring that every recommendation accounts for the tax implications other advisors overlook.