Wealth Management

Financial planning. Retirement planning.
Special needs planning. Portfolio management.

Kevin & Katie Team Photo

McGrath Consulting takes a team approach to helping individuals, families and trustees simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex financial needs and a commitment to understanding your goals wherever you are in life.

Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments to make sense out of all the moving parts of your finances.

We provide the kind of trusted financial planning, fiduciary guidance and special needs support that builds long-lasting relationships.

- Kevin McGrath

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kevin

    Kevin F. McGrath, CFP®, ChSNC®

    Senior Vice President–Wealth Management

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    • AL
    • FL
    • GA
    • LA
    • MA
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA

    Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University of South Carolina.

    A CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant®, Kevin holds Series 7, 8, 63 and 65 securities licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. He maintains active membership in the Financial Planning Association of Georgia; Academy of Special Needs Planners; Atlanta and North Georgia Estate Planning Councils; Georgia Planned Giving Council; Georgia Society of Association Executives; and Association of Fundraising Professionals. He is a graduate of the Philanthropic Advisor Leadership Institute (PALI). Kevin volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and as a mentor to transitioning veterans with American Corporate Partners.

    An avid fly fisherman, Kevin holds several International Game Fish Association (IGFA) world records. While active in Trout Unlimited, he has served in numerous leadership roles including the Chairman of the Georgia Council of Trout Unlimited’s Back-the-Brookie Program and President of the Upper Chattahoochee Chapter of Trout Unlimited. Kevin has been honored with several sporting and conservation awards, including being named a Field & Stream Magazine Hero of Conservation. He is also an International Federation of Fly Fishers Certified Fly Casting Instructor.

    Kevin and his wife reside in Roswell, GA. They have been married 35 years.

      • University of South Carolina, Bachelor of Science
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Special Needs Consultant
      • Senior Portfolio Manager
      • Series 7 (General Securities Representative); Series 65 (Uniform Investment Adviser Law); Series 8 (General Securities Sales Supervisor)
      • Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
      Financial planning
      Retirement planning
      Long-term care planning
      Education planning
      Philanthropy
      Investing
      Special needs
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • Katie

      Katie McGrath Bachmann, CFP®, ChSNC®

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
      • FL
      • GA
      • LA
      • MA
      • MI
      • MT
      • NC
      • NJ
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA

      Katie Bachmann provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.

      Dedicated to professional proficiency, Katie is a member of Financial Planning Association of Georgia; Academy of Special Needs Planners; Georgia Planned Giving Council; and Association of Fundraising Professionals. She volunteers as an American Cancer Society National Professional Advisor and Children's Healthcare of Atlanta Legacy Advisor. Katie also serves on the Young Alumni Board for the College of Business at Georgia Southern University.

      Katie is a summa cum laude graduate of Georgia Southern University where she earned a degree in Business Administration and was named the Top Marketing Scholar. While at Georgia Southern University, she was a member of the Pi Chi Panhellenic Council and a leader of the Zeta Tau Alpha Fraternity.

      She and her husband reside in Dunwoody, GA.

        • Georgia Southern University, Business Administration, summa cum laude
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Special Needs Consultant
        • Series 7 (General Securities Representative); Series 66 (Uniform Combined State Law Examination)
        • Life Insurance; Variable products; Accident & Sickness; Long-Term Care and Partnership Program
        Financial planning
        Retirement planning
        Long-term care planning
        Education planning
        Philanthropy
        Investing
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
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      Financial planning

      group

      Special needs planning

      group

      Serving fiduciaries

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Our strength

      32+

      Collective years of experience

      $1 billion+

      Assets under management

      3

      Investment professionals on the team


      Backed by the strength of UBS

      A global leader in wealth management

      Financial strength

      Driving confidence.
      Aa3 (stable) Moody’s
      A+ (stable) Standard & Poor’s

      UBS AG, long-term senior secured debt rating. As of 11/23/2021

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      Global leader

      UBS is a world-leading wealth manager

      Insights