Our Team

John M. Egan, CFP® is Certified Financial Planner and President of
J.M. Egan Wealth Advisors, LLC. John founded J.M. Egan Wealth Advisors, LLC more than twenty five years ago to provide comprehensive financial and wealth planning for individuals and families. Today, with John’s leadership, J.M. Egan proudly serves over 250 families in 15 states. John holds various security licenses, a life/health insurance license and is a Registered Investment Advisor Representative.

John was raised in West Orange, New Jersey and attended Seton Hall Preparatory School. He earned his BA in Business Administration from Saint Michael’s College in Winooski, Vermont. John holds the Certified Financial Planner designation of CFP from the College for Financial Planning in Denver, CO.  John is a member of many professional organizations including the Financial Planning Association and Society of Financial Service Professionals.

John is involved in the community in many ways. He is past President of the Madison Chamber of Commerce, and a former member of the Downtown Development Commission, and the Madison Historic Preservation Commission. Currently John serves on the Morristown-Beard School Board of Trustees.  He is a former member of the Business Advisory Board of Hilltop Community Bank of Summit, New Jersey. John remains involved in numerous charitable organizations.

John lives in Madison, New Jersey with his wife, Susan. Their son, Brian, graduated from Fairfield University and now lives and works in New York City.  Their daughter, Kelsey, recently graduated from Elon University and also lives and works in New York City. John’s interests include spending time with his family, tennis, boating, skiing, relaxing at the Jersey Shore, and renovating his historic home.