Cahill Financial Advisors, Inc. est. 1980, is an independent, fee-only wealth management firm. We provide comprehensive financial planning and investment management services for individuals, families and small businesses. Why Choose Us: Team Approach. Our experienced advisory team and staff hold CFP®, CFA, CPA, CDFA, MBA, ChFC and MSFS credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice. Comprehensive Strategies. We can offer a comprehensive view of our clients' financial situation when making recommendations and providing strategies. Independence. We are not representatives of any bank, brokerage or insurance company. Given our independent status, we are not restricted to any proprietary products or research. Fee-Only. In an effort to eliminate conflicts of interest, we are paid only by our client. No commissions are earned on financial products and we do not receive referral fees from insurance companies or other professionals to whom we make referrals. All fees are fully disclosed in our advisory agreements. Fiduciary Standard. Cahill Financial Advisors, Inc. is an SEC Registered Investment Advisor (RIA). As such, we act as a fiduciary for our clients, which requires us to always act in our clients best interest. Non-RIA brokers or agents are not held to this same fiduciary standard.
View Top Employees from Cahill Financial Advisors, Inc.Website | http://cahillfa.com/ |
Revenue | $7 million |
Employees | 25 (25 on RocketReach) |
Founded | 1980 |
Address | 7261 Ohms Lane, Edina, Minnesota 55439, US |
Phone | (952) 926-1659 |
Fax | (952) 926-0633 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Financial Partners Group, Inc. | Wealth Management, Flores Wealth Planning LLC, Penobscot Financial Advisors, Relative Value Partners, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Cahill Financial Advisors, Inc. annual revenue was $7 million in 2024.
Larry Scully is the President of Cahill Financial Advisors, Inc..
25 people are employed at Cahill Financial Advisors, Inc..
Cahill Financial Advisors, Inc. is based in Edina, Minnesota.
The NAICS codes for Cahill Financial Advisors, Inc. are [523, 5239, 52393, 52].
The SIC codes for Cahill Financial Advisors, Inc. are [62, 628].