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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