Wynnewood, PA Office
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Brogan Asset Management, LLC
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About
Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management to individual clients, delivering services that include cash‑flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm operates on a fee‑based model, does not sell commissioned insurance or annuity products, and does not act as custodian — clients retain control of their assets held with independent custodians.
The firm documents client goals and risk tolerance in investment policy statements and uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, with periodic reviews at least quarterly and more frequently as market conditions warrant. Financial planning is offered on an hourly or fixed‑fee basis (plans completed and delivered within 90 days), and Brogan primarily utilizes Schwab for trade execution, reporting, and custodial services.
Noteworthy aspects include the firm’s small scale — $500,000 in discretionary assets under management as of November 1, 2025 and no stated account minimums — and a client base that does not target high‑net‑worth individuals. The brochure discloses a prior regulatory matter (a $7,500 Pennsylvania fine for a late filing in 2019) and notes an owner’s adjunct professorship, representing material items the firm has reported in its ADV.
Based on Brogan Asset Management, LLC
Expertise
Based on Brogan Asset Management, LLC
Location
Wynnewood PA
Advisors at this office
2
Advisors at this office
Terence B
Series 63, Series 65
Wynnewood, PA
Brogan Asset Management, LLC
Terence Brogan is a financial advisor at Brogan Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wellington Shields & Co., LLC and Brogan Group Equity Research. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on services such as cash-flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, conducting regular reviews and offering financial planning on an hourly or fixed-fee basis.
Brian B
Series 63, Series 65
Wynnewood, PA
Brogan Asset Management, LLC
Brian Brogan is a financial advisor with Brogan Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Alden Investment Group, Exemplar Wealth Advisors, and Oppenheimer, as well as founding Brogan Group Investment Advisors. Brogan also serves as an adjunct professor of finance and director of the Institute for Financial Business and Economics at Saint Joseph's University. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients. The firm employs a documented investment policy process and combines fundamental, technical, and cyclical analysis to manage portfolios, offering fee-based financial planning without selling commissioned insurance or annuities.
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