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Brian Mc Guigan

Advisor at McGuigan Financial, LLC

Updated today
McGuigan Financial, LLC logo

Firm

McGuigan Financial, LLC

Location

Wolfeboro, NH

Credentials

CFP®, Series 63, Series 66

Industry experience

26 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning services charged on an hourly or flat fee basis, generally between $500 and $2,500 depending on scope and complexity.

Percentage

up to 1.2% annually (charged quarterly in advance, pro-rated if terminated early)

Project-based

Hourly consulting services generally $200 per hour, negotiable based on complexity.

Other

Account minimum: $10,000 minimum for Managed Wealth Portfolios (MWP) program; accounts with less than $10,000 generally opened as Strategic Wealth Management (SWM) accounts Fee-only: Asset-based fee up to 1.2% annually on assets under management, charged quarterly in advance via custodian deduction; no performance-based fees.

Work history

McGuigan Financial, LLC

2018 - Present (8 years)

LPL Financial, LLC

2016 - Present (10 years)

Flagship Harbor Advisors, LLC

2016 - 2018 (2 years)

Edward Jones

1999 - 2016 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Gary M

Series 63, Series 65, Series 66

Melvin Village, NH

Merrill

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Wealth management Tax-loss harvesting Multi-generational wealth transfer General estate planning guidance

Brian L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner

Keith B

Series 66

Moultonborough, NH

Edward Jones

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Real estate investing Founder/Business Owner

Jason P

Series 66

Laconia, NH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Kathi S

Series 63, Series 65

Alton Bay, NH

Spurr Financial Investment Services, LLC

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