Broker Check
Brian P. McGrath

My practice is built on the belief that everyone deserves the opportunity to be able to ask questions about their relative financial world. My family never had that opportunity when I was growing up, and as a result, I saw money as the negative, cumbersome elephant in the room. Although my financial elephant was viewed negatively, I have realized that for some, their money elephant is footloose and fancy-free. Everyone has a money elephant, and everyone deserves the opportunity to view their elephant in a positive light and make the most of it.

It is my mission to educate and inspire professionals and their families to get in the driver’s seat and take control of their financial world. In working with my clients, I get a strong understanding of the personal significance and emotional involvement that money has to them, work with them to outline their life goals, and together, create a plan to help them get there. Keeping in mind that every action has a reaction, I educate my clients on the importance of being prepared so that no matter what the future circumstance is, a pay check will continue to come in. I help to reduce the noise that financial stress causes, allowing you to focus on what it is you do best: allowing doctors and physicians to provide their patients with the best attention and care possible; parents to provide the best meals and home life for their children; teachers to fill their students with knowledge; dentists to give their patients the healthiest mouth; etc. Through working with me, you will have the financial security and confidence in place that allows to fully enjoy whatever you want, both personally and professionally.

Having grown up in New Hampshire, I greatly value a healthy lifestyle: I shop local, buying organic produce, and love being active. I enjoy all that New England lakes have to offer, including water skiing, swimming, paddle boarding and lounging. I am also an avid tennis player, golfer and pedal biker. My girlfriend Kayla and I reside in Boston, and when we are not watching The Patriots dominate the NFL, we often walk around the city, taking in its charm. It is extremely satisfying knowing that through the work I do, I am able to bring a community closer because they know they are not in this alone; they are not the only person with a cumbersome elephant. 

 

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.