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Experience • Integrity • Superior Service
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Comprehensive financial planning solutions |
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Independent, objective advice coupled with unbiased investment research |
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Committed to serving our clients’ needs |
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Designation: Certified Financial Planner™ practitioner |
My team believes in building relationships for the long term, guiding you through the stages of wealth with a plan, helping you meet your financial realities and developing strategies to help you achieve your dreams.
We limit the number of clients in our practice, which enables us to provide concierge-level service and allows you to have the best and most personal experience.
We work with our clients as if they were part of our own families and aspire to build meaningful, long-term relationships based upon trust, integrity and superior client service.
Call today for your complementary appointment in our Madison or Sea Girt New Jersey offices.
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Areas of Focus
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Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. Securities offered through Securities America, Inc. Member FINRA/SIPC.
Securities America, Inc., and J.M. Egan Wealth Advisors, LLC are independent non-affiliated entities.
Trading instructions sent via e-mail may not be honored. Please contact my office at 973-377-4700 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for information purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your accounts. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
Please remember to contact J. M. Egan Wealth Advisors, LLC if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. • John M. Egan, CFP®, Investment Advisor Representative. Securities offered through 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 to 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 continues to remain available for your review.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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