Knoxville, TN E. Walker Springs Ln. Office

Brogan Financial serves a mix of individual clients, including high-net-worth individuals, as well as businesses, retirement plans, trusts, estates and charitable organizations. The firm offers investment advisory and portfolio management services together with financial planning, income distribution, tax and estate transfer planning, and occasional standalone planning engagements.

The firm tailors advice to each client’s stated objectives and risk profile, relying principally on fundamental securities analysis and a mix of long- and short-term strategies. Brogan Financial typically manages accounts on a discretionary basis, acts as a fiduciary for retirement accounts, and recommends diversified allocations across equities, fixed income, mutual funds and a range of alternative instruments.

Notable distinctions include public-facing educational activity and advisor training: the firm operates a weekly radio program on retirement and wealth topics and runs a nationwide coaching/mentoring program for other advisors. It also maintains an insurance affiliate through which advisory representatives may transact insurance business, and its reported investment universe explicitly includes less-common asset types such as futures, options, real estate and oil & gas partnership interests, and rare coins.