Holcombe & McGrath is an independent, fee-only financial planning firm based in Asheville, North Carolina. The firm provides comprehensive financial planning and investment advisory services to help individuals and families make informed decisions across major financial priorities. Its services span investment management, retirement planning, education and college funding, insurance and liability, wealth preservation, and estate planning. Clients can also seek guidance on medical and Social Security matters, employer retirement plans, succession planning, socially responsible or ESG investing, and general financial questions and education.

The firm’s website identifies Susan McGrath, Bob Baschnagel, and Nicole Johnson among its team. Holcombe & McGrath offers an initial meeting for prospective clients to discuss their needs and learn about its approach. Advisory services are offered through Holcombe & McGrath, an investment adviser registered with the U.S. Securities and Exchange Commission. The firm is located at 12A Bay Street in Asheville and can be reached at 828-252-8228. It presents its services as a coordinated resource for financial planning, investment decisions, and long-term wealth and retirement considerations.