patrick-casual

Improving Lives Through Financial Planning
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I'm Patrick McGarry. My father and I founded the McGarry Retirement Advisory Group to help our clients navigate life's important financial decisions, so they could make confident, informed decisions. Whether they're transitioning to retirement, changing jobs, selling a business, or building a legacy, we help our clients make sense of all the moving parts and give them the clarity they need to live life with confidence.

We take pride in getting to know you and your financial situation, so we can support you through every phase of life.

Our Values

Honesty & Integrity

As advisors who follow the fiduciary standard throughout the financial planning engagement, we will place your interests ahead of our own when providing professional services. We take transparency seriously, and think you should know what you're paying for.

Clarity & Confidence

We believe timely confident action happens when you have clarity about your options. When you choose McGarry Retirement Advisory Group, our entire team goes to work for you, gathering information, doing analysis, and laying out strategic options so you understand all your options.

Education & Consistent Communication

Confidence comes from knowing you're up-to-date and well-informed. We work to educate and communicate with our clients, so they're prepared to successfully manage any circumstantial changes or economic unknowns.

Our Team Approach

When you partner with McGarry Retirement Advisory Group, you get a team of experienced professionals who'll walk you through a proven process to achieve your financial goals. We work together to understand your unique situation, research and analyze your specific objectives, and implement and review your plan to make sure you stay on track.

Meet the professionals who'll help design, implement, and manage your financial plan.

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Patrick McGarry

CERTIFIED FINANCIAL PLANNER® and Branch Manager

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Chase Flint, MSF

Financial Advisor, RJFS

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Trevor Knudtson

RETIREMENT INCOME CERTIFIED PROFESSIONAL® and Financial Advisor, RJFS

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Deann Moss

Registered Sales Assistant, RJFS Branch Office Administrator

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Shelly Olsen

Branch Office Administrator

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Diana Dillingham

Branch Office Administrator

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Founding Partner

patrick-casual

E Kelly McGarry

Founding Partner

In September 2019, after over 40 years of serving clients in the financial service industry, Kelly made the transition into his own 'work-optional' lifestyle. Kelly and his son Patrick founded the McGarry Retirement Advisory Group with a focused vision to be a premier financial planning practice; one that successfully helps individuals & families make life transitions with confidence. Transitions like; retirement, changing jobs, starting/selling a business, marriage, or divorce. Together, they worked to build a team of proficient professionals in whom clients can entrust their financial lives. Kelly now acts as an independent consultant, retained by the McGarry Retirement Advisory Group through the end of the year 2024. Our team will continue to draw upon his knowledge, wisdom, and experience.

E Kelly McGarry is no longer affiliated with Raymond James.

What Makes us Different

We serve as the centralized hub that connects all your financial experts. Through a collaborative effort we'll make sure your experts know what is happening in different areas of your life, so they can optimize their recommendations and align their strategies with your evolving vision.

Get professional financial planning and make proactive, informed decisions.