Improving Lives Through
Financial Planning
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I'm Patrick McGarry. My father and I founded the M2 Wealth Advisors to help our clients navigate life's important financial decisions, so they could make confident, informed decisions. Whether they're transitioning to retirement, changing jobs, selling a business, or building a legacy, we help our clients make sense of all the moving parts and give them the clarity they need to live life with confidence.
We take pride in getting to know you and your financial situation, so we can support you through every phase of life.
Our Values
Honesty & Integrity
As advisors who follow the fiduciary standard throughout the financial planning engagement, we will place your interests ahead of our own when providing professional services. We take transparency seriously, and think you should know what you're paying for.
Clarity & Confidence
We believe timely confident action happens when you have clarity about your options. When you choose M2 Wealth Advisors, our entire team goes to work for you, gathering information, doing analysis, and laying out strategic options so you understand all your options.
Education & Consistent Communication
Confidence comes from knowing you're up-to-date and well-informed. We work to educate and communicate with our clients, so they're prepared to successfully manage any circumstantial changes or economic unknowns.
Our Team Approach
When you partner with M2 Wealth Advisors, you get a team of experienced professionals who'll walk you through a comprehensive process to help achieve your financial goals. We work together to understand your unique situation, research and analyze your specific objectives, and implement and review your plan to make sure you stay on track.
Meet the professionals who'll help design, implement, and manage your financial plan.
Patrick McGarry, CFP®, CWS®
Managing Partner, M2WA
Private Wealth Advisor
Branch Manager, RJFS
Trevor Knudtson
RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Financial Advisor, RJFS
Founding Partner
E Kelly McGarry
Founding Partner
In September 2019, after over 40 years of serving clients in the financial service industry, Kelly made the transition into his own 'work-optional' lifestyle. Kelly and his son Patrick founded
the M2 Wealth Advisors with a focused vision to be a premier financial planning practice; one that successfully helps individuals
& families make life transitions with confidence. Transitions like; retirement, changing jobs, starting/selling a business, marriage, or
divorce. Together, they worked to build a team of proficient professionals in whom clients can entrust their financial lives.
E Kelly McGarry is no longer affiliated with Raymond James.
What Makes us Different
We serve as the centralized hub that connects all your financial experts. Through a collaborative effort we'll make sure your experts know what is happening in different areas of your life, so they can optimize their recommendations and align their strategies with your evolving vision.
Get professional financial planning and make proactive, informed decisions.