• photo by Brian P. Egan
  • photo by Brian P. Egan
  • photo by Brian P. Egan
  • photo by Brian P. Egan

Who We Are

What We Do

What Makes Us Unique

Client Access


At J.M. Egan Wealth Advisors, our mission is to learn more about you, your needs, and your goals and to help you understand and simplify the personal financial strategies that could improve your lifestyle and provide a stable foundation for your retirement in the years ahead. We proactively plan and implement customized financial plans designed to help you achieve your objectives with unparalleled personal service.
Thank you for visiting our website.  We look forward to meeting with you in the near future.

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.

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