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Our History & Services

Our Story Since the 1950s

William Egan, Jr. entered the financial services industry in the 1950s, and was joined by his son William J. Egan III in the 1970s. In 2008, William J. Egan III and Kevin E. Lynch partnered to form Egan Lynch Financial Group. The new partners were soon joined by Matthew Egan and Conor Egan.

As a team, Egan & Lynch Financial Group continues to build on the tradition of excellence established by William Egan, Jr. in the 1950s.

Now in its third generation, Egan Lynch Financial Group is based in Wall, NJ, on the beautiful Jersey Shore, and services clients both locally and across the country.

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Our Services

We offer a wide variety of financial planning services. We focus on fee-based financial planning, investment management, insurance, and executive benefits. We help our clients prepare for retirement, fund their children's educations, protect against financial emergencies, and many other things. Our goal is to build a long-term relationship based on respect and results.

We do not charge a fee for initial consultations, and will always disclose ahead of time how we are compensated for any work that we do for you. We are committed to complete fee transparency and believe deeply in the value we provide to our clients.

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