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Mcgrath financial group of wells fargo advisors

A Commitment to Your Financial Well-Being

At McGrath Financial Group of Wells Fargo Advisors, our work starts with a simple belief: planning and investing matter—but the way we take care of our clients matters even more. We serve successful individuals, retirees, and families by working to help build a comprehensive plan, keeping investment strategy disciplined, and staying deeply accessible when clients need our guidance.

Meet The Team

We Take Time to Listen, Learn, and Understand What Drives Your Financial Decisions

How We Serve You

A comprehensive process grounded in planning, investment discipline, and proactive service.

A Planning-First Foundation

We begin with a comprehensive plan—then let the plan drive the investment strategy.

Our Process

Concierge Access to Specialized Resources

Access to the broader capabilities of Wells Fargo and Wells Fargo Bank*—to help simplify complex wealth. 

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Proactive Client Service

We don’t believe in “meeting just to meet.” We aim for the right cadence, plus proactive outreach and real availability.

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Forbes Best-In-State Wealth Advisors

Sean McGrath is proud to be named to
Forbes Best-In-State Wealth Advisors 2022, 2023, 2024 and 20251



“I’m truly honored by this recognition–it reflects the trust my clients
place in me and my commitment to helping them reach their goals.” — Sean McGrath

“What Do I Do Now?”

We’re built for real-life moments—unexpected events, transitions, and complex decisions. Our goal is for you and your family to feel confident picking up the phone, knowing we will help coordinate next steps and bring solutions together quickly and thoughtfully. We aim to be your 411 and your 911—responsive, steady, and ready to help coordinate solutions across your entire financial picture.

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+Important Disclosures:
1 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21.  Fee paid for use of marketing materials. Additional award disclosures.
Link to: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
*Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.