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Our Primary Purpose

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Our Primary Purpose

You look everywhere for answers to questions about your finances – family, trusted friends, online, but nothing you find seems quite right for your situation. That’s because everyone’s situation is different, and there is no such thing as a cookie cutter financial plan. You need someone skilled and knowledgeable to personalize your finances for you and give you those personalized answers you’re seeking. At the end of the day, the goal is to provide you with a plan for today and your future, along with some peace of mind to reduce the stress that finances bring to you.

Hannegan Wealth Management is a fee-only firm – our only compensation is from the fees clients pay. We do not accept commissions, referral fees, or kickbacks of any form from anyone. That means you can rest assured that the advice given to you is objective and without conflict of interest. As CFP®‘s we are required to act as fiduciaries and put your needs before our own.

Shawn P. Hannegan CFP®, CPA

(859) 291-0101

Shawn 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...

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Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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