Our Services

Specialized Services We Provide for Our Clients:

Full Service Financial Planning and Wealth Advisory Firm
Experienced in Retirement, Estate, Investment, Tax, and Insurance Planning
Specialists in handling large company retirement packages and employee benefit plans
Objective advice with individual attention to each client
25 years in the business serving more than 250 families
Two offices to serve you
Work with Accounting, Legal and Banking officials
Family Office Services
Investment/Portfolio Design and Management
Our commitment to confidence and trust

Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. John M. Egan, CFP®, Investment Advisor Representative. Securities offered through Securities America, Inc. Member FINRA/SIPC. John M. Egan, CFP®, Registered Representative. Securities America, Inc. and J.M. Egan Wealth Advisors, LLC, are independent non-affiliated entities.

Please remember to contact J. M. Egan Wealth Advisors, LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

Investment Advisory licensed in: NJ, TX.

Securities licensed in: CO, DE, FL,IL, GA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, and VT

Insurance licensed in: FL, NC, NJ, NY, and SC

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.