10 Forbes Road, Suite 200, Braintree, MA 02184

781.356.2500
eric@merriganfinancialstrategies.com
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Meet Our Team

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.

David Merrigan

David J. Merrigan

Partner | Financial Advisor

Dave@MerriganFinancialStrategies.com

David and his wife, Kate, raised their three children in Canton, Massachusetts. David enjoys playing family board and card games, biking, and officiating high school football.

David currently holds the FINRA Series 7, 66, and SIE securities registrations and life, accident, and health insurance license.

Eric Merrigan

Eric P. Merrigan, CFP®

Partner | Financial Planner

Eric@MerriganFinancialStrategies.com

Eric Merrigan, CFP® is a Financial Planner and Co-Leader at Merrigan Financial Strategies, where he helps individuals and families design thoughtful, tax-efficient plans to build, preserve, and transfer their wealth.

Eric joined the practice in 2020, partnering with his uncle Dave to rebrand the firm as Merrigan Financial Strategies. The rebrand reflected their shared vision: to deliver a more personal, comprehensive approach that integrates financial planning, tax strategy, and estate coordination under one roof.

As a CERTIFIED FINANCIAL PLANNER® professional, Eric focuses on retirement income strategies, investment management, and multi-generational estate planning. He holds his Series 7, 63, and 66 securities registrations, along with Life, Health, and Accident Insurance licenses, allowing him to provide well-rounded guidance tailored to each client’s needs.

Eric lives in Newton with his wife, Catie, and together they enjoy spending time with family, traveling throughout New England, and finding new restaurants around the city. An avid golfer and fitness enthusiast, Eric spends much of his free time on the course or training for personal goals — though he’s quick to admit that golf usually takes priority.

Leveraging the Power of Commonwealth Financial Network

Commonwealth Financial Network® — Independent, just like us. We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Learn more about our RIA–broker/dealer: