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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.

Wealth Management that makes an impact.

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.