Quigley Financial LLC provides comprehensive wealth management, portfolio management, tax planning and preparation, and project-based financial planning services to individuals, small businesses, and trusts. Founded in 2004 and led by Certified Financial Planner and Enrolled Agent Desmond P. Quigley, the firm operates as a fee-only advisor, meaning compensation comes solely from clients rather than third-party product sales or commissions. Quigley Financial uses Modern Portfolio Theory to construct diversified portfolios primarily consisting of no-load mutual funds and exchange-traded funds, focusing on top-down macroeconomic analysis and long-term objectives such as capital accumulation and tax reduction. All portfolio management accounts are handled on a non-discretionary basis, meaning clients retain full decision-making authority over their trades. In addition to investment oversight, the firm integrates retirement planning, risk analysis, employee benefits, estate planning, and business analysis into its comprehensive services.
Fee Structure
Quigley Financial offers portfolio management oversight separately from comprehensive wealth management for clients who want investment monitoring without full financial planning.
- Portfolio Management Services — Minimum annual fee of $8,000, depending on asset complexity and depth of involvement.
- Comprehensive Wealth Management — Minimum annual fee of $10,000, which includes both ongoing investment management and comprehensive financial planning.
