A complete list of active advisors currently associated with McGuigan Financial, LLC

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

McGuigan Financial, LLC is a state‑registered independent advisory firm that manages about $79 million for roughly 162 individual and high‑net‑worth clients and also provides services to pension and profit‑sharing plans. The firm offers discretionary asset management, comprehensive and hourly financial planning, retirement plan rollover guidance, and education for retirement plan participants. The firm’s investment process centers on fundamental analysis of economic and business indicators and portfolio construction tailored to each client’s risk profile, with regular account reviews and rebalancing. It operates on open‑architecture platforms made available through an affiliation with LPL Financial, offering both wrap and non‑wrap Strategic Wealth Management accounts and using model portfolios such as LPL’s Managed Wealth Portfolios. Noteworthy features include acting as the sponsor and portfolio manager of its own wrap fee program — a role that is uncommon for independent single‑advisor firms — while also participating in LPL‑sponsored wrap programs. The advisor is dually registered with a broker‑dealer and holds insurance licenses (disclosed as potential conflicts), maintains a written code of ethics, and follows an explicit mutual‑fund share‑class selection practice that may invest in 12b‑1 fee‑paying share classes when overall fee analysis indicates it is in the client’s interest.

To learn more about the advisors currently working at McGuigan Financial, 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.