Who We Are

Who We Are

Cahill Financial Advisors, Inc. is an independent, fee-only wealth management firm. We provide investment management, financial planning, estate planning, and related services for individuals, families and small businesses.

Our mission is to be a trusted advisor to our clients as they pursue their vision of financial success.

We are an independent Registered Investment Advisor utilizing a fee-only model with our clients. We do not earn commissions on any products, or utilize proprietary investment vehicles. We serve as a fiduciary to our clients, which we feel allows us to align our interests with the best interest of the client.

Cahill Financial Advisors was established in 1980 and has been located in Edina, MN since our doors first opened. Our clients are our neighbors, whether located down the street, in the greater Twin Cities metro area, or around the country.

Who We Are

Although each client will always work primarily with their chosen advisor, our team is available to add specialization and expertise across all clients through knowledge sharing, collaboration, and resource partnerships.

Our firm’s advisors and staff professionals hold designations that include:

  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED FINANCIAL ANALYST®
  • CHARTERED FINANCIAL CONSULTANT®
  • CERTIFIED PUBLIC ACCOUNTANT
  • CERTIFIED DIVORCE FINANCIAL ANALYST
  • CERTIFIED FUND SPECIALIST

In addition, we collaborate with external partners in finding solutions that are appropriate for each client.

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Schwab is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cahill Financial Advisors under which Schwab provides Cahill Financial Advisors with services related to your account. Schwab does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Fidelity is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Fidelity neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Cahill Financial Advisors under which Fidelity provides Cahill Financial Advisors with services related to your account. Fidelity does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.