Aptus Wealth Planning, Pittsburgh PA

Neal and his staff are amazing. My husband and I regularly recommend Neal to others. After years of carrying significant debt from medical expenses, Neal had a conversation to meet our goals and eliminate the debt. The conversation was honest and kind. Today, we had our conversation and we have met our goals and then some. Debt is gone and now we focus on long term savings. Neal is careful to see and discuss the entire picture. Today and 10/20 years from now. Highly recommend Neal and Aptus!

Neal McGrath has been managing our finances for over 3 years. We have had several other financial advisors before him and we are happy with him. He has brought a new perspective on taxes.

Neal McGrath has been handling our accounts for over 20 years and has done an excellent job! He is very knowledgeable and keeps up-to-date of the market and current investment opportunities. We are very satisfied with our portfolio and highly recommend Neal McGrath to handle your financial planning.

Neal has been taking care of us for years. We were with Him from the beginning. He all ways help us with everything we needed even if it wasn't financially. He is a Friend to us not a financial advisors. The whole staff treats us like family.

My parents, Celia and the late David Stock, have known Neil McGrath and have used his services for more than 20 years. I had the pleasure of meeting Neil for the first time a couple of weeks ago. We are grateful for everything Neil and Aptus have done for us. My mother, Celia, would like to add her gratitude for the support Neil provided her during the difficult period when her beloved husband, David, died, five years ago.

We've been with Neal and his team for over 25 years, 1st with Ameriprise and we followed him when he started his current firm - Aptus Wealth Planning because he has always provided excellent service, which helped build our 401k plan into a viable retirement fund with excellent returns even in a year when the market is attempting to deal with the COVID-19 problem. Over the years, Neal has imparted his advice and recommendations in a way that's clear, understandable, and concise. We look forward to working with Neal and his team in the years to come.

We have been working with Neal and his team for over 15 years and have gotten great service and performance. We have stayed with him as we have made several professional moves and stayed focused on life goals of paying for our children's educational expenses and building for retirement saving goals.

I've worked with Neal and his team for about 10 years now. He takes time to educate me when appropriate and is always quick to respond to my emails/calls. In each interaction Neal makes sure I feel valued as a client and part of the planning process. Can't say enough about how positive of an experience I've had with Neal.

We have been clients of Mr. Neal McGrath’s for nearly 20 years and are VERY pleased with everything he has done for us. Mr. McGrath does not use a “cookie-cutter” approach and customizes investment plans to meet individual goals. His frequent re-balancing of our portfolio has enabled us to ride out the many ups-and-downs in the market with minimal concerns and stress. Due to his expertise and our frugal lifestyle, our kids graduated from prestigious universities with no debt and we have both retired early (at age 58) and moved south which was our retirement dream! What more could one ask for in a financial advisor!