Patrick McGarry

Patrick is the President and Co-Founder of McGarry Retirement Advisory Group, where he leads a team of dedicated professionals committed to helping clients achieve financial clarity and confidence. Since beginning his career in financial services on January 2, 2000, Patrick has been driven by a passion for empowering individuals and families to take control of their financial futures - no matter their stage of life.

With over two decades of experience, Patrick specializes in guiding clients through life's most important financial transitions. He is responsible for the strategic direction and day-to-day management of the practice, as well as mentoring his advisory team to deliver exceptional service and results.

Patrick's leadership philosophy is rooted in his early experiences as a competitive athlete, where he embraced the principle that Together Everyone Achieves More (TEAM). He has built a collaborative and client-focused culture at McGarry Retirement Advisory Group, where each team member's strenghts are leveraged to provide comprehensive, personalized financial planning.

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. Recently, he earned the distinguished designation of Private Wealth Advisor - an acknowledgement of his expertise in managing the complex financial needs of high-net-worth individuals, families, and organizations. This mark of distinction demonstrates his aptitude for managing the financial concerns of clients and his mastery of the strategies and resources necessary to support their financial interest.

He and his wife, Nicole, have been blessed with three amazing children and are passionate advocates for 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. When he's not working with clients or leading his team, Patrick enjoys golfing, skiing, biking, and exploring the scenic mountains of Utah with his family.

Academic Highlights:

• B.S., Business Administration, Weber State University, 2003
  
• CERTIFIED FINANCIAL PLANNER® CFP® Professional, Kaplan University, 2007.
  Private Wealth Advisor - Raymond James, 2024
  Certified Wealth Strategist® CWS® - Cannon Financial Institute, 2024
  

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 2025.
  Patrick is honored to announce this recognition.
  The Forbes Top Wealth Advisors Best-In-State 2025 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 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 48,944 nominations, 9,722 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, 2018-2025.
  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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth indivduals, families and organizations. Raymond James is not affiliated with the above organizations and/or charitable causes.

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