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VERIFIED COMPANY DOSSIER

Cahill Financial Advisors, Inc.

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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. 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.

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.

Primary SectorInvestment Management
Workforce Size11-50 Employees
Global HQRincon, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
1980
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
7261 Ohms Lane MN Edina
City
Rincon
Region / State
Georgia
Postal Code
55439
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domaincahillfa.com
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LinkedIn NetworkActive Profile
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