Our Story
Our founder William Egan Jr. entered the financial services industry in the 1950s, and was joined by his son William Egan III in the 1970s. In 2008, William Egan III and Kevin Lynch partnered to form Egan Lynch Financial Group. They were soon joined by partners 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.
Now in its third generation of family management, Egan Lynch Financial Group is based in Wall, NJ, on the beautiful Jersey Shore, and services clients both locally and across the country.
Our Services
We offer a wide variety of financial advisory services. We focus on fee-based financial planning, investment management, insurance, retirement plans, and executive benefits. We help our clients prepare for retirement, fund their children's educations, protect against financial emergencies, and achieve their other financial goals. Our goal is to build a long-term relationship based on trust, respect, and results.
We do not charge a fee for initial consultations, and are committed to complete fee transparency. We believe deeply in the value we provide to our clients.