Brogan Financial was founded in 2001 to serve clients in their pursuit of financial independence.  We have an unwavering focus on pursuing excellence in everything we do.

We help you develop a plan to achieve specific outcomes, so you can use your life’s savings to make the impact you desire.  We speak your language, so you can clearly understand all of the components of your plan.

We are a fee-based advisory practice with transparent fees and open communication.  Please feel free to browse our website for valuable information that can impact the quality of your life.  If you’d like to meet with us to discuss your life goals and financial opportunities, we would love to welcome you into our office.

Brogan Financial Team

Old Fashioned Values.
Expert Knowledge.
Genuine Understanding.

Our team is committed to enhancing the client experience and providing service with excellence and integrity.

Charitable Initiatives

Brogan Financial is proud to support a wide range of charitable initiatives throughout the year. From sponsorships to toy drives, we firmly believe in the importance of giving back to our community. Learn more about some of our charitable work.


A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE ⇣

It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments.

To make this a safe environment for both you and our team members, we are adhering to the state guidelines. That means we are limiting the number of people in the office at any one time, sanitizing meeting areas in between appointments and observing social distancing. And if you prefer not to meet in person, we are happy to conduct phone or video meetings as well.

We look forward to continuing to serve your needs!

Brogan Financial