Hegarty Advisors, LLC is a fee-only investment advisory firm based in Garden City, New York, offering independent portfolio management and financial planning. Its approach is disciplined, research-driven, and tailored to each client’s goals, risk tolerance, time horizon, and circumstances. The firm works with individuals, families, and business owners, beginning with a thorough review of their financial picture and providing ongoing oversight as needs and market conditions change.

Services include portfolio management, retirement and Social Security planning, risk management, estate strategy, life insurance guidance, and support for high-net-worth clients. Hegarty Advisors also assists with cash flow analysis, debt management, education planning, charitable giving, special needs trusts, long-term care strategies, and small business financial guidance. Financial education and resources, including articles and other planning materials, help clients make informed decisions.

The firm’s process centers on developing a financial plan, implementing a customized strategy, and adjusting it over time. Hegarty Advisors emphasizes clear communication and personalized guidance to help clients pursue their financial objectives and plan for the future.