Colin McGraw is an investment professional with a dedication to client service in the financial sector. Leveraging a comprehensive educational background with a Bachelor of Science from the United States Military Academy at West Point and a suite of professional licenses (SIE, 6, 7, 63 with LPL Financial, and 65 with Householder Group), along with Health, Life, and Long-Term Care Insurance designations, Colin adeptly aids his clients by extending services ranging from financial and estate strategies, asset allocation, and investment management. His transition into the financial services industry was driven by a passion for investing in his own account and helping others with their finances that began in college. Later, Colin realized that he could further leverage his financial planning expertise to help others and decided to pursue a career in the industry which marked a nexus point of professional ambitions and personal aspirations.

Colin became affiliated with Householder Group as a strategic partner given the firm mirrors his commitment to integrity, transparency, and the pursuit of client-centric outcomes. His approach emphasizes the development and implementation of tailored tax strategies and estate-planning techniques aimed at reducing income and estate taxes for his clients, while also focusing on capital preservation and multi-generational wealth preparation.

As an independent advisor, Colin doesn't serve as a representative for a suite of investment products. Instead, he champions the aspirations and financial goals of his clients, bringing a warm, personal touch to the often-impersonal world of financial planning. With a rich tapestry of life experiences, Colin stands as a testament to the power of resilience, dedication, and the pursuit of passion.

Born in Erie, PA, and raised in Laguna Hills, CA, Colin's roots are firmly planted in a tradition of service and community engagement, including his active participation in the SCV Rotary. Colin is married to his wonderful wife Jackie and is a devoted father to four children—two boys and two girls, including a set of twins—which keeps their household lively and full of joy. Outside of his professional life, Colin cherishes spending time with his family, staying active, reading, and staying up to date on current affairs and industry trends.

We don’t represent a group of investment products, we represent you.