The best returns are more than financial


Welcome to our website

Our team

Committed to delivering world class investment solutions and outstanding customer service, our team represents diverse backgrounds, including credit and analytical experience. Although we are located in Rhode Island, our clients are located across the United States. Motivated by positive impact, we make every effort to foster meaningful relationships and always serve the best interest of our clients and their families.

Our values

Our holistic approach to your financial well being involves a comprehensive understanding of your life, ambitions, and any unique circumstances that might influence your investment decisions. Starting with your personal financial goals, we consider your sources of wealth, along with family dynamics and your charitable inclinations. By analyzing what matters in your life - and not just the numbers associated with it - we dedicate our every effort to help you reach your ultimate financial success.

Our delivery

Inspired by legacy, our team endeavors to build and sustain multi-generational relationships founded on trust, transparency, expertise, and respect. Leveraging a long-term disciplined investment approach, we consider how to grow and protect your wealth, as well as determine a targeted plan for your retirement. Designed to adapt to any life changes as they arise, our plan for you is organic, optimized, and always based on your personal objectives.


Honored to work with a nationally recognized teammate

At Kerrigan Mahoney Investment Group, we are very proud that Financial Advisor Maureen Kerrigan was named a Forbes Top Women Wealth Advisor Best-in-State in 2021, 2022, 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Maureen!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Maureen Kerrigan awarded WAFA Gail Winslow Award

At the Kerrigan Mahoney Investment Group, we are very proud that Financial Advisor Maureen Kerrigan was named recipient of the 2019 RBC Wealth Management Women’s Association of Financial Advisors (WAFA) Gail Winslow Award. The annual WAFA Gail Winslow Award recognizes women who demonstrate exemplary efforts to help attract, support and retain women clients and financial advisors. It’s an honor to have a teammate recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Maureen!

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation visit our contact page.

Meet the team

Learn more about us

Meet the Kerrigan Mahoney Investment Group

Learn how the Kerrigan Mahoney Investment Group can help you meet your financial goals.

Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Bulletin Board

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »