McGrath Consulting helps families and individuals, especially those with special needs, plan for near term and lifelong goals. We provide objective advice to trustees, attorneys, accountants and allied professionals, helping them effectively serve their clients. Our staff consists of Kevin McGrath and Katie Bachmann, who are CERTIFIED FINANCIAL PLANNER professionals and Chartered Special Needs Consultants, and Gabi Picarella, who is an Accredited Wealth Management Advisor. Clients benefit from proactive service, including: intergenerational planning, prompt response, and scheduled monthly contacts with quarterly reviews. Relationships are highlighted by financial planning, special needs planning, investment advisory and insurance services as well as fiduciary support for trustees and conservators. Based in Atlanta, Ga., we are licensed throughout the southeast and able to assist clients nationwide.