Edward M Gallagher III

For over thirty years, I have committed my professional life to one mission: helping families design and implement simple and integrated approaches for achieving their financial dreams. The result of that work together is impactful for future generations.

What I’ve witnessed over the years is that for the process to be successful, it takes a collaborative effort, belief and sometimes courage. I view my role as a behavior coach, as well as an accountability partner. The goal is to help manage emotions while educating and assisting clients to make sound and intelligent long-term financial decisions.