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Asset Advisory Group

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Asset Advisory Group

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Creating, Preserving, & Managing Family Wealth

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  2. Our Approach

Our Approach

When you work with Asset Advisory Group, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth.

We help our clients to create and implement highly personalized strategies designed to:

  • Preserve family wealth
  • Help continue to build a legacy
  • Transfer wealth to the next generation
  • Plan for growth and succession
  • Support charitable causes that are important to you

We have developed many relationships that help us bring the necessary expertise, strategies and research to help our clients achieve successful results.  We value these relationships and firmly believe in our network of professionals, which enables us to better serve our clients.

Client Resources:

  • Tax & Estate Attorneys
  • Accountants
  • Global Investment Banks
  • Life Insurance Advisors
  • Actuaries

At Asset Advisory Group, our relationship with you is supported by the strongest standard of integrity and accountability: the fiduciary standard.


 

Our Team

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Amanda Zoch McGrath, CFP®

President & Managing Partner

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Amanda McGrath is President and Managing Partner of Asset Advisory Group, where she believes the best financial advice comes from a true partnership between advisor and client. Her approach is built on education, transparency, and collaboration—empowering clients to understand their financial lives, participate confidently in the decision-making process, and feel ownership over every strategy.

As a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative, Amanda specializes in creating highly customized wealth management strategies tailored to each client's unique goals, family dynamics, and values. Drawing on more than a decade of experience advising ultra-high-net-worth families at the private banking divisions of J.P. Morgan Chase and Deutsche Bank, she brings the sophistication and discipline of large family office planning to every client relationship. Her experience spans investment management, estate and charitable planning, executive compensation, liquidity and credit strategies, and comprehensive wealth planning.

Amanda is passionate about making complex financial topics approachable. She believes clients make better decisions when they understand the "why" behind every recommendation, and she is committed to translating sophisticated planning concepts into clear, practical guidance. Whether working with first-time investors, multi-generational families, business owners, or executives, she tailors every engagement to meet clients where they are and helps them build confidence alongside their wealth.

Her commitment to financial education extends beyond her practice. Amanda has taught financial literacy to elementary and middle school students during Financial Literacy Month, hosted educational workshops for college students and seniors, and has worked with clients' children as young as eight years old to help establish healthy financial habits early in life.

Amanda is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association of New Jersey, where she previously served as a board member and Director of the Women's Group. She was recognized by the organization for her leadership, contributions to the profession, and support of women in financial services.

Amanda earned her Bachelor of Business Administration in Finance from the Goizueta Business School at Emory University. She lives in Kinnelon, New Jersey, with her husband and their two children.

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Paul B. Zoch, CFP®, Founder

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Paul Zoch is the Founder and Principal of Asset Advisory Group. Since 1975, he has been helping individuals and families navigate financial decisions with thoughtful, personalized advice and a commitment to building lasting client relationships. 

A CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative, Paul was among the first 120 professionals admitted to the Registry of Financial Planning Practitioners. Throughout his distinguished career, he has been recognized as a respected educator and thought leader in the profession. He has served as an adjunct professor at the College for Financial Planning, lectured nationwide for Fortune 500 companies, universities, and professional organizations, hosted a financial radio talk show for five years, and has been featured in publications including Money Magazine, Medical Economics, and Changing Times.

Today, Paul continues to advise clients while working alongside his daughter, Amanda, helping lead the next generation of Asset Advisory Group. He especially enjoys partnering with families across multiple generations and takes pride in seeing the firm's family-centered values reflected in both its client relationships and leadership. Paul lives in Kinnelon, New Jersey, with his wife, Doris, and enjoys spending time with his children, Amanda and Derek, and his grandchildren.

170 Kinnelon Road, Suite 3
Kinnelon, NJ 07405

  •  Tel: 973-492-0808

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