Your Financial Family.
Beside You Through Every Chapter.
From the beginning we’ve built relationships that feel like family. What matters most is having a team of financial advisors by your side, giving you the trust, confidence, and clarity to move forward.
Meet The Kerrigan Group
Dedicated To True Partnership
You deserve more than account reviews and transactions. You deserve a partner that knows your story and walks beside you through life’s changes. That’s how we work — intentionally, with straightforward financial planning.
Founded by Dan Kerrigan in Valdosta, Georgia, our practice has grown from a single financial advisor to a collaborative team serving families and businesses across the Southeast.
Our Services
An Approach Built
Around Your Future.
Every financial plan starts with understanding your purpose. From there, we design strategies to help you pursue your definition of financial freedom.
Capital Management
Investment strategies built for long-term growth and aligned with your goals and timeline.
Risk Management
Insurance and protection strategies to help safeguard your family and business from the unexpected.
Wealth Transfer
Estate and succession planning that helps pass on your wealth and values with care and efficiency.
Our Clients
For People Who Want More Than Transactions.
We work with families and business owners across the Southeast who value relationships and want a true partner in their financial life. With us, you have a whole team that knows you, ready to step in whenever you need support — whether you’re in South Georgia, North Florida, or beyond.
Individuals and Families
Pre-retirees and retirees looking for lasting relationships and strategies that help support future generations.
Business Owners
Entrepreneurs balancing business growth and personal goals, needing plans that can bring the two together.
Medical and Dental Professionals
Professionals navigating unique financial challenges that call for guidance tailored to their field and their life.
The Kerrigan Group Advantage
Service Designed to go Beyond the Expected.
Many advisors focus on products. We focus on people. Clients often tell us the difference is in how often we reach out, how we know them personally, and how they feel like family rather than just another account.
Trust
Life-long relationships built on integrity and transparency.
Confidence
Years of combined experience, always putting clients first.
Clarity
Straightforward plans that help keep you informed and prepared for what’s next.
