What Make Us Unique

At J. M. Egan Wealth Advisors, LLC, our first priority is to understand your financial and life goals. We will then develop strategies and implement solutions designed to help you meet those goals. Financial planning is a process and we will walk you through this process with ongoing, careful, and comprehensive service.

J. M. Egan Wealth Advisors brings experience and credibility to every client meeting. We have over 25 years of financial planning experience. With our broad knowledge of the industry, we can provide our clients with help in all areas of their financial life, including:

Identifying financial and life goals
Prioritizing these goals based on how they affect your personal investment and insurance portfolio
Making financial investment decisions easy for you to understand
Providing the resources necessary to take care of those you leave behind through estate and financial planning

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.