Our Mission

Our mission is to help ESOP companies build a disciplined process and investment strategy that aids in meeting future repurchase obligations, maximizes shareholder value, and supports business growth. Our team delivers customized guidance that helps strengthen both the ESOP and the business.

What's important to you?

Employee-Owned Companies can have many needs, whether it's ESOP or Business-related, we often help our clients navaigatge:

  • Repurchase Obligation Funding and Strategy
  • Excess Cash and Investment Portfolio Management
  • Securities-Based Lending and Banking 

Nationally recognized teammate

In 2025, Patrick McGrath was named a Barron’s Top 1,200 Financial Advisor, Forbes Top Wealth Advisor

Latest Insights

Global Insight large network server

Big Tech’s AI expansion: From investment to scalable returns

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

Read more

Contact

The McGrath Group

701-298-4027
patrick.mcgrath@rbc.com

Meet the team

team photo

My Team

Patrick McGrath

Patrick McGrath

Managing Director - Financial Advisor, Senior Portfolio Manager
Dylan Droegemueller

Dylan Droegemueller, MBA

Associate Vice President - Financial Advisor
Shannon Nordick

Shannon Nordick

Senior Financial Associate

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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