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 a 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 McGrath is a Senior Wealth Advisor and Partner at Asset Advisory Group helping clients develop their financial plans, implementing wealth management strategies, and managing client investment portfolios.
Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor. She is a member of The National Association of Personal Financial Advisors and a member of the Financial Planning Association of New Jersey where she also served as a Board member and Director of the Women's Group for two years. She was also featured on an episode of the FPA Podcast “Financial Wellness Decoded” to discuss why financial planning is a great career for women. In 2019, the Financial Planning Association of NJ presented Amanda with an award for her contribution as a board member and for furthering the profession and support for women in financial services.
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. She lives in Kinnelon with her husband and two children.
Amanda’s unique approach to the family wealth industry centers around education and customization. She has advised children of clients as young as 8 years old and has also developed a dedicated female client base. She is also passionate about supporting financial literacy in her community. She has visited local schools for financial literacy month to educate elementary and middle school students about saving and investing from an early age and has organized free events for seniors in her community and students at local colleges to learn about basic investing in a safe and judgement-free environment.