Patrick McGarry, CFP®, CWS®

patrick@m2wa.com

Patrick McGarry, CFP®, CWS®

Managing Partner, M2 Wealth Advisors
Private Wealth Advisor | Branch Manager, RJFS

Patrick is President and Co-Founder of M2 Wealth Advisors and has worked in financial services since 2000. He helps individuals and families navigate important financial decisions and life transitions with greater clarity and confidence.

As Managing Partner, Patrick also guides the strategic direction of M2 and helps foster the collaborative, relationship-focused approach that defines M2 Wealth Advisors. He earned a degree in Business Administration from Weber State University and holds the CFP® and CWS® designations, as well as the Private Wealth Advisor designation from Raymond James.

Outside the office, Patrick enjoys golfing, skiing, biking, and exploring Utah’s scenic mountains with his family. He and his wife, Nicole, have three children and are passionate advocates for adoption. Patrick also enjoys staying involved in his community and values opportunities to serve others.

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 2026.
Patrick is honored to announce this recognition.
The Forbes Top Wealth Advisors Best-In-State 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 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 52,043 nominations, 11,302 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.