Merrigan Financial Strategies

781.356.2500 eric@merriganfinancialstrategies.com

Merrigan Financial Strategies was built on the belief that financial planning should feel personal, transparent, and empowering. Our story began long before our current name — with a family tradition of helping clients make smarter financial, tax, and legal decisions through every stage of life.

In 2020, Eric Merrigan, CFP® joined his uncle Dave, and together they rebranded the long-standing practice previously known as Commonwealth Financial Network into Merrigan Financial Strategies. The goal was simple: to create a firm that honors its roots in trust and integrity while offering a modern, collaborative approach to wealth management.

At Merrigan Financial Strategies, we see every client relationship as a partnership. We take the time to understand what truly matters — family, freedom, and financial confidence — and build strategies that align with those priorities. From retirement income planning and investment management to tax coordination and estate strategy, our integrated approach helps simplify complex financial decisions so clients can focus on what’s most important.

Grounded in family values and decades of combined experience, our mission is to guide clients with clarity, care, and consistency — delivering advice that’s not just strategic, but deeply personal.