Patrick McGarry

Patrick is the President and Co-Founder of McGarry Retirement Advisory Group. He started in the financial services industry January 2, 2000. He quickly realized that no matter what stage of life we are in, it is critical to be financially healthy and he had a desire to help others learn how to achieve their financial goals. He is passionate about helping individuals and families identify, prioritize, and confidently work towards their financial goals. Patrick is responsible for the management of the practice and leading his advisory team.

Throughout his childhood, Patrick traveled the country playing competitive sports. During this time, he embraced the philosophy of TEAM: Together Everyone Achieves More and he learned that the teams who enjoyed the greatest success were those who leveraged each individual's strengths to the team's advantage. Patrick has assembled a great team of professionals, who use their individual strengths to make McGarry Retirement Advisory Group a premier financial planning practice.

Patrick is a graduate of Weber State University with a degree in Business Administration/Marketing and earned the designation of CERTIFIED FINANCIAL PLANNER® (CFP®) Professional. His CFP® certification along with two decades of client consultations has given him a wealth of knowledge, experience, wisdom, and the tools to help clients confidently navigate life's most important transitions and financial decisions.

He and his wife, Nicole, have been blessed with three amazing children and are proud supporters of adoption. Patrick is a member of the Financial Service Institute (FSI) and the Utah Golf Association. He is an active volunteer in the community and an active member of The Church of Jesus Christ of Latter-Day Saints. If not found at work, Patrick is most likely spending time with his family, playing a round of golf, or enjoying the beautiful Utah mountains on skis or a bike.

Academic Highlights:

• B.S., Business Administration, Weber State University, 2003
  
• CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, Kaplan University, 2007.
  

Community Service:

• Serves in a volunteer Leadership position where he oversees ecclesiastical programs and provides guidance & support for several of the local congregations.
  
  

Awards & Recognition:

• Patrick McGarry named to Forbes Best-in-state Wealth Advisors in 2024.
  Patrick is honored to announce this recognition.
  The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
  
  
• Leaders Council Member, Raymond James Financial Services, 2018-2023.
  Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
  
  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.