A complete list of active advisors currently associated with Colligan Advisory, LLC

Warmer can help you find a great advisor at Colligan Advisory, LLC or one who fits your needs even better.

Colligan Advisory is a registered investment adviser that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm reports roughly $70 million in assets under management across a small number of client relationships. The adviser emphasizes strategic and tactical asset allocation and employs both fundamental and technical analysis to construct portfolios of domestic and international equities, mutual funds, ETFs, and bonds, generally with a long‑term orientation while allowing for shorter‑term reallocations. It also delivers written financial planning and consulting and addresses retirement account rollovers, stating it will act as an ERISA investment fiduciary when recommending rollovers. Noteworthy for its size, the firm’s brochure highlights engagement with retirement plan rollovers and the potential to advise pension or profit‑sharing plan matters, an area relatively uncommon among similar independent advisers. The brochure also discloses institutional relationships with major custodians that provide research, technology, and platform support — a material operational feature the firm says informs its service model and creates a potential conflict of interest.

To learn more about the advisors currently working at Colligan Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.