• Telephone 828-252-8228
Holcombe McGrath Logo Holcombe Logo
  • Home
  • About Us
    • Overview
    • Susan McGrath, CFP®
    • Bob Baschnagel, CFP®
    • Nicole Johnson
    • Our Independence
  • Our Services

      We offer our clients truly comprehensive financial planning services.

      Click on the links to learn more.

    • Estate Planning
    • Investment Management
    • Wealth Preservation
    • Insurance & Liability
    • Retirement Planning
    • Education & College
    • Medical & Social Security
    • Employer Retirement Plans
    • General Advice & Financial Education
    • Succession Planning
    • ESG/Socially Responsible Investing
  • Initial Meeting
  • Contact Us

Sitemap

About Us

  • Overview
  • Susan McGrath, CFP®
  • Bob Baschnagel, CFP®
  • Nicole Johnson
  • Our Independence
  • Privacy Policy

Services

  • Estate Planning
  • Investment Management
  • Wealth Preservation
  • Insurance & Liability
  • Retirement Planning
  • Education & College
  • Medical & Social Security
  • Employer Retirement Plans
  • General Advice & Financial Education
  • Succession Planning
  • ESG/Socially Responsible Investing

Contact

  • Initial Meeting
  • Contact Us
  • Map & Directions

Tel 828-252-8228  |  12A Bay Street, Asheville, NC, 28801

Copyright © 2023 Holcombe & McGrath
Sitemap  |  Privacy Policy  |  SEC Form CRS  |  SEC Form 2A  |  Emergency Contact
McGrath & Associates, Inc. dba Holcombe & McGrath