A complete list of active advisors currently associated with Galligan Financial Advisors
Warmer can help you find a great advisor at Galligan Financial Advisors or one who fits your needs even better.
Galligan Financial Advisors serves individuals, families and small business owners, providing fee‑only investment advisory services alongside tax planning and preparation, retirement and estate planning, college funding, and partnership planning (including divorce, prenuptial and mediation support). The firm operates as a registered investment adviser and CPA practice and provides ongoing asset management while advising clients on employer retirement plan options without directly managing plan assets. The firm requires a formal financial planning engagement before managing investments and combines fundamental, technical and economic analysis with tools such as Morningstar Principia to assess risk and construct diversified portfolios using no‑load mutual funds, ETFs and occasional individual stocks. Galligan Financial describes an active management approach with monthly performance reporting, bi‑weekly market advisories, acceptance of discretionary trading, and explicit risk controls including stop‑loss guidance. Distinctive features include a relatively large client base (about 250 clients), which represents a high client load per advisor compared with peers, and the integration of CPA and attorney expertise within the advisory practice to provide in‑house tax preparation and legal‑adjacent planning. The firm’s operational practices—regular reconciliations through a single custodian, routine Morningstar risk snapshots, and a stated policy to cut positions that fall sharply in short timeframes—highlight a more interventionist risk‑management stance than many independent advisers.
To learn more about the advisors currently working at Galligan Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Eagan, MN
| 8
|
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