Flanagan Financial Management

Overview

Flanagan Financial Management is a small, owner-operated registered advisory practice organized as a sole proprietorship that concentrates on discretionary portfolio work for individuals, families and a handful of small business clients. The firm runs accounts on a fee basis — charging a percentage of assets under management and hourly fees — and the advisor treats equities as the primary allocation in client portfolios. Advisory activity is limited in scale and scope: the firm is not a multi-state adviser, is not positioned as a pension consultant or capital allocator, and it does not identify as an active ESG investor. Investment approach is centered on liquid, exchange-traded instruments and customized SMA-style holdings. Given the ownership structure and client base, portfolios appear tailored and managed directly rather than distributed across a large advisory platform. The firm’s operating model is consistent with a straightforward, client-focused practice that emphasizes equity exposure supplemented by income and real estate allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices