Congratulations to Brian Magnan for being recognized as a Forbes 2024 Best-in-State Wealth Advisor.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Our Philosophy
Instead of focusing on external factors that we can’t control, Magnan Family Wealth Management (MFWM) has always focused on things that we can. Things like our office phone number (the same for 30 years!), how we render our financial advice, and our belief that the changes in your own life are what matter the most. Of all the things Brian has learned in his 30 years, here are the top 30 highlights or “Thirty for Thirty” in no particular order!