1 Mission
- Cahill Financial Advisors, Inc. is an independent wealth management firm. We provide investment management, financial planning, estate planning, and related services for individuals, families and small businesses.
- Our firm consists of independent Financial Advisors who share one clear mission.
- Our mission reflects our belief in private ownership, independence, objectivity and thoughtful counsel for the clients we serve and is upheld by 3 Core Principles.
3 Core Principles
- As fiduciaries, we will act in our clients best interest and adhere to high ethical standards in all of our endeavors.
- We will provide quality, comprehensive solutions through a client-centered relationships.
- We will remain independent and Fee-Only with the continuing objective to be a leader of quality and excellence in our field.
40+ Years
We are a Minnesota-based, nationally focused wealth management firm providing comprehensive financial planning and investment management services to a select group of individuals, families, and small businesses for over 40 years. We are proud to be an independent wealth management firm, and we are not affiliated with any bank, broker-dealer or custodian. We do not earn any commissions on investments or products that we recommend to our clients, and charge a clear fee for our services. Our firm was originally established in 1980 and has been located in Edina, MN since our doors first opened.
What We Do
At Cahill Financial Advisors, we employ a client-centered wealth management approach. We work with our clients to review financial strategies and tactics applicable to their situation, and develop a plan of action to meet their financial goals.
Our Asset Management services are customized based on our clients needs, their individual, family and professional situation, and their personal vision of financial success.
Our Financial Planning services address client needs that may not be covered by Asset Management services alone, and can be completed as a one time or recurring Financial Plan over the course of their relationship with us.
Why Choose Us
Our mission, to be a trusted advisor to our clients as they pursue their vision of financial success, is at the core of who we are and what we do.
Client Centered
We get to know our clients through a thorough learning process, which helps us understand your financial values as well as your goals and circumstances. Over time, as life changes, we are here to understand your evolving needs, unique situation, and stated objectives.
Experienced
Our experience, certifications, teamwork, and ongoing education support our efforts in innovation and forward-looking perspectives.
Trusted
Trust begins with clients feeling connected and informed. Our advisors work with a select number of clients, which helps ensure our accessibility and responsiveness.
Find the Right Advisor for You
Experience matters. Our team combines experience, certifications, and a collaborative approach to help you navigate your financial future with confidence. We evolve strategically—expanding our areas of expertise, embracing new technology, and strengthening partnerships to guide your financial future.
Ready to Build Your Financial Future?
Partner with Cahill Financial Advisors for client-centered wealth management tailored to your goals. Our experienced, fee-only team is here to guide you through every step of your financial journey.