Why Hire Us?

Why Hire J.M. Egan Wealth Advisors?


"I 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, J. M. Egan Wealth Advisors, LLC serves over 300 families in 15 states."

- John M. Egan, CFP/Owner


  • Full Service 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 plus years in business serving more than 300 families
  • Two offices to serve you
  • Work with Accounting, Legal and Banking officials
  • Our commitment to confidence and trust