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The Kerrigan Group

EST. AUM
$250,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Savannah
CRD Number
Website kerrigangroup.com
Client types

Overview

Kerrigan Group (also operating as Kerrigan Capital & Risk Management) is a Valdosta, Georgia–based independent financial planning and wealth advisory practice founded by Dan Kerrigan in 2015. The firm emphasizes holistic financial planning, tailored investment strategies, liability and risk management, and long-term client relationships. In 2023, the firm announced a partnership with Financial Resources Group, and they are registered with LPL Financial as their broker-dealer/advisory platform. Kerrigan serves clients across the Southeast, focusing on families, business owners, and individuals seeking planning, investment, and wealth accumulation services.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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