Mike McGrath, CFP®, CLU®, CAP®

Financial Analyst reviewing charts, tax information, and marketing strategies

FEATURED INSIGHT

How to Manage Taxes When Expanding Your Business

Discover strategies to manage taxes as your business grows—from...

Subscribe and Stay Current with EP Wealth's Insights

Advice for Navigating the Difficulties of Estate Planning as a Family

Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath The idea of waking up late on a Tuesday morning and having nothing to do other...

How to Find a Financial Advisor

Author: Mike McGrath When choosing a financial advisor, the best first step is to determine what...