


Egan Wealth Advisors
Financial Services • Madison, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | Seven Giralda Farms, Suite 125, Madison, New Jersey 07940, US |
| Phone number | +19733774700 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Planning, Income Planning, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, Investment Management, Social Security, Family Office Services, Certified Financial Planners, Fiduciary Advice |
| Employees | 1-10 |
| Socials |
Key Contact at Egan Wealth Advisors
John M. Egan
Managing Director, Partner
Egan Wealth Advisors Email Formats
Egan Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@hightoweradvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@hightoweradvisors.com | 100% |
About Egan Wealth Advisors
At Egan Wealth Advisors, we offer Fiduciary Advice as it relates to overall Financial Planning for High New Worth Young Professionals, Pre-Retirees, Small Business Owners, and Individuals experiencing a Life Event. Our Financial Planning Services include Investment Management, Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, and overall Family Office Services. We proactively plan and implement customized financial plans designed to help you achieve your goals and objectives. Our team is committed to building a deep, meaningful relationship that last for generations, strengthened by values of integrity, honesty and genuine compassion. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
Egan Wealth Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Egan Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Egan Wealth Advisors has never raised funding before.
Egan Wealth Advisors Tech Stack
Discover the technologies and tools that power Egan Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Mobile frameworks
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Miscellaneous
Maps
CDN
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Analytics
UI frameworks
CDN
PaaS
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Frequently asked questions
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