Egan Wealth Advisors

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Whether you are a private investor or an institution, Egan Wealth Advisors recommends conducting thorough due diligence on both current and prospective advisors. You’ll want to ask specific questions regarding his or her capabilities and the ability to help meet your specific needs.

A qualified financial advisor should be able to provide clear and concise answers to your questions. They should also be willing to disclose the information he or she shares in writing.

Egan Wealth Advisors Mission & Philosophy

We are committed to learning more about you, your needs, and your goals to develop personalized solutions for you and your family. Our team will help you understand your financial plan and simplify the wealth management process to enhance your lifestyle and provide a stable foundation for your future aspirations and pursuits.

Our philosophy is simple. We want to get to know you in order to help you make informed decisions that position you for success. At Egan Wealth Advisors, our focus is to understand your goals, develop a comprehensive plan to help you reach them, and provide you with an exemplary client service experience.

What to Expect

• Robust experience and knowledge in financial planning and investment management
• Clear, proactive communication and responsiveness to your inquiries
• Truly personalized services and solutions to help fulfill your distinct needs
• Regular, in-person meetings and accommodation to your cadence preferences
• Comprehensive, ongoing analysis of investments, performance and allocation strategies
• A team of trusted advisors who are committed to listening to you and understanding your needs

Become a Client

At Egan Wealth Advisors, we pride ourselves on both the depth and longevity of our client relationships. We work with a select group of individuals, families and businesses to help ensure our ongoing ability to provide each client with excellent service and personalized attention.

We know that selecting a financial advisor is an important decision—we’re here to provide you with the information you need to help make your decision-making process as easy as possible.

Interested? Contact us today to set up a complementary, in-person consultation.