The professionals of The Horgan Group of Raymond James & Associates, work to eliminate the confusion of the investment process while providing clients with quality investment services at competitive prices. Our primary goals are to help clients achieve their investment objectives and simplify paperwork.

We serve clients by creating streamlined and efficient investment programs based on financial experience, tolerance for risk, and current and future goals. We make every effort to minimize paperwork and are available to answer client questions and concerns when they arise.

Watch this video to learn more about financial planning.

Financial Planning: Helping You See The Big Picture

We welcome your interest and look forward to developing a relationship with you that is based on the highest level of Trust, Integrity, and Service.

Your Team

Our team's commitment to providing exemplary service has led us to become members of numerous organizations and associations. Our current and past participation in these organizations gives us the resources and experience to serve a wide variety of client needs. Listed below are several of the more noteworthy:

  • NASPP – National Association of Stock Plan Professionals
  • ACA – American Compensation Association
  • IAFP – International Association of Financial Planners
  • USC Alumni Association – Marshall School of Business
  • CSA – The Society of Certified Senior Advisors
  • NCEO – National Center for Employee Ownership Member
  • NAIP – National Association of Investment Professionals
  • IMCA – Investment Management Consultants Association

Chairmans Council logo

Congratulations to Dan Horgan on achieving membership in the 2017 Chairman's Council.

Membership in the Chairman's Council is reserved for an elite group of Raymond James Financial Advisors who adhere to the highest standards of service for their clients and who display exemplary professional growth. Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.