James W. Bryan

  • CFP®
  • ChFC®
  • ChSNC®

Principal - Wealth Management

Email James
James

James is a principal at Cahill Financial Advisors, Inc., specializing in comprehensive financial planning and goal oriented investment management. Since entering the financial services industry in 1993, his knowledge as an advisor, tenure as a small business owner and experience caring for an elderly parent have proven to be assets to his clients.

James joined Cahill Financial Advisors in 2009 and considers the decision to join Cahill and practice under the Fiduciary Standard among his best career decisions. “The fee-only advice model reduces conflicts of interest and creates greater emphasis on the quality of advice our clients deserve. Equally as important, the team here at Cahill Financial Advisors shares my passion for high quality service.”

James currently serves as a member of the Disciplinary and Ethics Commission Board for the Certified Financial Planner Board of Standards. He has been quoted on financial matters in local columns as well as Forbes, The BBC, Investors Business Daily and U.S. News and World Report.

James and his wife, Laura, live in Chaska, MN with their three children. Outside of the office, he enjoys family time, reading, outdoor recreation, movies and traveling to national parks and places of historical interest.

Focus

  • Comprehensive financial planning
  • Tax planning
  • Estate planning
  • Investment and risk management
  • Retirement and education planning

Experience

  • Principal — Wealth Management – Cahill Financial Advisors, Inc.
  • President – Bluestone Wealth Strategies, Inc.
  • Financial Advisor – Ameriprise Financial, Inc.
  • Sales Consultant – American Express Financial Advisors
  • Life Underwriter – The Prudential Insurance Company of America

Education

  • B.L.A. – Texas Tech University, Lubbock
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant (ChFC®)
  • Chartered Special Needs Consultant (ChSNC®)

Presentations

  • MIT Club of Minnesota Personal Finance Panelist, 2012 - “Planning for Retirement and College Tuition”
  • St. Louis Park High School and Robbinsdale Cooper High, College Possible & Best Prep Financial Matters, 2015 - “Money Matters”
  • Bloomington Kennedy High School, College Possible & Best Prep Financial Matters, 2012 - “Budgeting 101”
  • St. Cloud State University, MN Business Venture & Best Prep Financial Matters, 2011 - “Investing 101″
  • University of St. Thomas and St. Johns University, MN Business Venture & Best Prep Financial Matters, 2019 - “Paying for My Lifestyle”

Memberships

  • Financial Planning Association
  • Texas Tech Red Raider Mentor Network – Active Volunteer
  • The National Association of Personal Financial Planners (NAPFA)

Blog Articles by James

Client Login Links

Login to the Cahill Client Portal or directly to your account custodian's website:

Continue on to the Schwab website?

You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

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.

Continue on to the Fidelity website?

You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Fidelity., Inc. ("Fidelity") Website.

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.

Continue on to the SEI Investments website?

You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the SEI Investmensts Website.

SEI Investmensts 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. SEI Investments neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, SEI Investments does not endorse or recommend the investment strategy of any advisor. SEI Investments has agreements with Cahill Financial Advisors under which SEI Investments provides Cahill Financial Advisors with services related to your account. SEI Investments 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 SEI Investments or a solicitation of any offer to purchase or sell any securities.