Enjoy Your Wealth, Now and Later.

Who We Are

Egan Wealth Advisors is a private financial advisory practice that provides comprehensive wealth management, investment and long-term planning services to our clientele of families, small business owners, retirees, divorcees, widow(er)s, and high-net-worth individuals and families. As your trusted advisors, we help you navigate complex financial challenges with solutions tailored to your circumstances. Our high-touch services are designed to support your current needs and help you make informed decisions for the future.

What We Believe

We are committed to learning more about you, your needs and your goals to develop personalized solutions for you and your family. Our team will help you understand your financial plan and simplify the wealth management process to enhance your lifestyle and provide a stable foundation for your future aspirations and pursuits.

Our philosophy is simple. We want to get to know you in order to help you make informed decisions that position you for success. At Egan Wealth Advisors, our focus is to understand your goals, develop a comprehensive plan to help you reach them and provide you with an exemplary client service experience.

What We Do

We strive to provide you with the guidance, solutions and knowledge you need to feel confident about your financial future. Our mission is to help you pursue financial independence with comprehensive financial strategies and plans that focus on your values, goals, needs and lifestyle. Our team is deeply committed to enhancing your overall wealth management experience with excellent client service, attention to detail and a streamlined approach to planning.

John Egan named to Forbes' 2024 Best-in-State Wealth Advisors list!

Forbes’ 2024 List

Hightower Ranks No. 3 on Barron’s 2024 List of Top 100 RIA Firms

Barrons’ 2024 List

Hightower Client First

A commitment to supporting clients’ financial well-being and deeply-rooted trust is the foundation of the practice.

HOW WE PUT CLIENTS FIRST

Learn more about how our team can help you.

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Seven Giralda Farms, Suite 125
Madison, NJ 07940
(973) 377-4700

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536 Lake Avenue
Bay Head, NJ 08742
(973) 377-4700

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300 Madison Avenue, 29th Floor
New York, NY 10017
(973) 377-4700

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org