Wherever you are. Wherever you go.

The Flanigan Wealth Management Group is here to support you on your financial path.

Message from William Flanigan, CRPS:

In an era of increased technology and globalization, the way we live and the way we work has changed significantly. In the last few decades alone, entire industries and long standing corporations have fallen to the forces of innovation and changing market needs while new, untested companies lead us into the future. As we face new challenges on just about every front, with old and new colliding, the world continues to develop into a larger, more interdependent landscape and economy. But all of this comes at a price, growing pains. In recent years, vast fortunes have been won and lost by both the amateur and well established investor while new opportunities, worthy or not, seem boundless. This while global affairs and business news from around the world stream instantly and continuously, causing reactionary effects among both investors and institutions, each scrambling to reduce their risk exposure. This is the new reality.

We at the Flanigan Wealth Management Group understand these challenges and are not afraid to face them with you. After working for over two decades at large Wall Street firms, our founder William Flanigan (William F. Flanigan III) joined LPL Financial to form the Flanigan Wealth Management Group (FlaniganWMG). Our goal at FlaniganWMG is to provide clients objective financial guidance in both prosperous and uncertain times. Moreover, our broker-dealer, LPL Financial does not offer proprietary investment products or engage in investment banking activities so the pressure of having to sell firm products or follow firm strategies has been completely eliminated from the way we do business. Our team offers the same products and level of service we would otherwise provide, along with comprehensive back-office support from a firm that truly promotes objective, professional financial guidance.

At FlaniganWMG, investing is not only our job but our passion. We work tirelessly to develop fluid, flexible investment strategies for individuals, families, and businesses to circumvent the volatility of the markets and greater global economy, while increasing wealth. And we have a lot more to say about how we do this. Please continue to browse the rest of our website to gain a better understanding of our values, our mission, our alignment with LPL, our process, our services, and links to LPL resources.

We appreciate our existing clients who have gone through many bulls and bears with us and thank prospective clients who are doing their due diligence in learning about the Flanigan Wealth Management Group at LPL Financial and what we offer. With the strength of LPL Financial behind us, we are committed to providing investment planning and wealth management services with the utmost integrity, objectivity, and transparency.

*CRPS conferred by College for Financial Planning.