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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.
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- Team Approach. Our experienced advisory team and staff hold CFP®, CFA, CPA and MBA credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice.
- Comprehensive Strategies. Recognized for our proficiency in the financial planning and investment disciplines we take a comprehensive view of our client’s financial situation when making recommendations and providing strategies.
- Independence. We are not representatives of any bank, brokerage or insurance company. Because of our independent status we are not restricted to any proprietary products or research.
- Fee-only. To eliminate conflicts of interest, we are paid only by our client. No commissions are earned or loads charged on investment management, insurance products or mortgages. These services are available, as needed, on a no-load basis.
- Fiduciary Standard. Cahill Financial Advisors is an SEC Registered Investment Advisor. As such, we act as a fiduciary for our clients. Many brokers and agents only adhere to a sales suitability standard.
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