Shawn Hannegan
CFP®, CPA
Hannegan Wealth Management LLC
Financial Advisor
Shawn Hannegan
CFP®, CPA
Hannegan Wealth Management LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shawn Hannegan, CFP®, CPA
Fee-Only financial planner located in Edgewood, KY, serving clients locally and across the country
Shawn Hannegan is an Edgewood, KY fee-only financial advisor serving clients locally and across the country. Hannegan Wealth Management LLC provides comprehensive financial planning, one time financial planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shawn Hannegan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shawn Hannegan is a graduate of Wright State University in Dayton, Ohio. Shawn started Hannegan Wealth Management after multiple requests for in-depth financial planning and investment management from his clients at his public accounting firm, Hannegan & Associates, CPAs.
As a CFP®, Shawn takes a holistic approach to financial planning, encompassing all aspects of his clients' financial lives. Furthermore, CFP's are required to act as a fiduciary, putting their clients' needs before their own. As a part of this ethical commitment, Shawn is a fee-only financial planner and does not accept commissions from any third parties.
Shawn is a member of The National Association of Personal Financial Advisors, XY Planning Network, American Institute of CPAs, Ohio Society of CPAs, and Kentucky Society of CPAs.
Shawn Hannegan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Hannegan Wealth Management is a fee-only financial advisor born from Hannegan & Associates, CPAs client requests for in-depth financial planning and investment management. Hannegan Wealth Management acts as a fiduciary on behalf of their clients, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Shawn Hannegan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Shawn Hannegan is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Shawn Hannegan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Shawn Hannegan is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Shawn Hannegan
Office Locations:
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180 Barnwood Drive
Edgewood, KY 41017
