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.
- Tax & Estate Attorneys
- Global Investment Banks
- Life Insurance Advisors
At Asset Advisory Group, our relationship with you is supported by the strongest standard of integrity and accountability: the fiduciary standard.
Paul B. Zoch, CFP®
Paul is the principal and founder of Asset Advisory Group. Paul has been providing financial planning advice since 1975 and was among the first 120 members in the country admitted to the Registry of Financial Planning Practitioners. He is a CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor.
Paul is a member of the Financial Planning Association, a member of the Institute of Certified Financial Planners, and a prior adjunct professor at the College for Financial Planning. He has made guest appearances on both television and radio and has been published and quoted in various magazines including Money Magazine, Medical Economics, and Changing Times. Paul has lectured extensively throughout the country at Fortune 500 companies, universities, and professional organizations on a wide variety of financial topics. He also hosted a radio financial talk show for five years providing financial advice to callers all over the country.
Paul lives in Kinnelon with his wife, Doris. He has two grown children, Amanda and Derek, and enjoys spending time with his grandchildren.
Amanda Zoch McGrath, CFP®
Amanda joined Asset Advisory Group in 2017 and is excited to continue her father’s legacy and vision of a family-owned firm creating, managing and preserving family wealth. Amanda is a CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor. She is also a member of the Financial Planning Association.
Amanda previously spent 11 years on wall street in the Private Banking divisions of J.P. Morgan Chase and Deutsche Bank where she worked on a team of specialists advising high net worth clients on all aspects of their wealth including public and private investments, estate and charitable planning strategies, credit and liquidity needs, executive compensation analysis and simplification of their day-to-day banking.
Amanda received her Bachelor of Business Administration in Finance from the Goizueta Business School at Emory University.
Amanda lives in Kinnelon with her husband, Chris and two children, Collin and Ava.