Timothy P. McGrath, CFP®, CLU, ChFC
Tim provides financial advice to a select group of ultra-high-net-worth affluent individuals and families. He is regularly tapped as a specialist and knowledgeable source in his field and has been featured several times in major publications including The Wall Street Journal, Bloomberg, US News & World Report, Money Magazine, Investor’s Business Daily, Washington Post, Financial Advisor, and Chicago Tribune.
Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founding Partner of Riverpoint Wealth Management. Known for his professionalism, uncompromising attention to detail and ability to communicate sophisticated financial concepts with ease, Tim brings valuable insights, unquestionable ethics, and a uniquely personal touch to the planning process.
In addition to earning the CFP® designation, Tim also holds the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations. He is also a member of the Financial Planning Association (FPA). Tim received a Bachelor of Science degree in Finance from Illinois State University.
Tim and his wife, Bobbi, reside in Wheaton and have three children, Kyle, Brady and Kelly. Tim is engaged in the community through his involvement in the Financial Planning Association (FPA) as well as his participation as a mentor to a 10-year-old boy in the Big Brothers Big Sisters of Metropolitan Chicago program. He enjoys spending time outdoors in nature with his family.