Insights

Independent fiduciary Position Cahill as a fully fiduciary, fee-only independent advisor to appeal to clients seeking unbiased wealth management, with emphasis on alignment of interests and absence of commissions.

Growth hires Recent team expansion including Kaya Diebes and Bridget Carey signals capacity for onboarding more high-net-worth clients and cross-selling services; target firms should present scalable client acquisition and onboarding collaborations.

Technology leverage Leveraging cloud and productivity tools (AWS, Microsoft 365, Office suite) suggests a modern operations base; propose digital client engagement, secure data sharing, and scalable virtual planning opportunities.

Asset focus Active investment stance with holdings in real assets (Gladstone Land) and emerging markets ETFs indicates appetite for diversified portfolios; pitch strategic allocations and bespoke model portfolios.

SMB orientation Serving individuals, families, and small businesses with comprehensive planning creates opportunities for bundled services such as retirement, succession, and business exit planning for SMB clients.

Similar companies to Cahill Financial Advisors, Inc.

Cahill Financial Advisors, Inc. Tech Stack

Cahill Financial Advisors, Inc. uses 8 technology products and services including Amazon Web Services, jQuery CDN, Microsoft 365, and more. Explore Cahill Financial Advisors, Inc.'s tech stack below.

Cahill Financial Advisors, Inc.'s Email Address Formats

Cahill Financial Advisors, Inc. uses at least 1 email format:
Cahill Financial Advisors, Inc. Email FormatsExamplePercentage
First@cahillfa.comJohn@cahillfa.com
100%

Frequently Asked Questions

What is Cahill Financial Advisors, Inc.'s phone number?

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You can contact Cahill Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cahill Financial Advisors, Inc.'s official website and social media links?

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Cahill Financial Advisors, Inc.'s official website is cahillfa.com and has social profiles on LinkedIn.

How much revenue does Cahill Financial Advisors, Inc. generate?

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As of September 2026, Cahill Financial Advisors, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Cahill Financial Advisors, Inc.'s NAICS code?

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Cahill Financial Advisors, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cahill Financial Advisors, Inc. have currently?

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As of September 2026, Cahill Financial Advisors, Inc. has approximately 25 employees across 1 continents, including North America. Key team members include Chief Investment Officer: S. S. and Principal - Wealth Management: D. P. C. C. C. Explore Cahill Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Cahill Financial Advisors, Inc. belong to?

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Cahill Financial Advisors, Inc. operates in the Investment Management industry.

What technology does Cahill Financial Advisors, Inc. use?

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Cahill Financial Advisors, Inc.'s tech stack includes Amazon Web Services, jQuery CDN, Microsoft 365, Microsoft Outlook, enquire.js, jQuery, PWA and Microsoft Teams.

What is Cahill Financial Advisors, Inc.'s email format?

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Cahill Financial Advisors, Inc.'s email format typically follows the pattern of First@cahillfa.com. Find more Cahill Financial Advisors, Inc. email formats with LeadIQ.

When was Cahill Financial Advisors, Inc. founded?

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Cahill Financial Advisors, Inc. was founded in 1980.
Cahill Financial Advisors, Inc. logo

Cahill Financial Advisors, Inc.

Investment ManagementMinnesota, United States11-50 Employees

Cahill Financial Advisors, Inc. is an independent, fee-only wealth management firm established in 1980 that operates in the investment management industry. Based in Edina, Minnesota, the firm provides comprehensive financial planning, financial consulting, and investment management services to individuals, families, and small businesses, aiming to offer a holistic view of a client’s financial situation. The company emphasizes an advisory team approach, with professionals who hold credentials such as CFP, CPA, CDFA, MBA, CFS, and ChFC, and it positions itself as independent from banks, brokerages, and insurance carriers to avoid proprietary product constraints. As a registered investment adviser, Cahill Financial Advisors adheres to a fiduciary standard, committing to act in clients’ best interests and disclose all fees in advisory agreements, reflecting a fee-only model with no commissions or referral arrangements. A notable recent development includes the firm expanding its investment activity through new positions in assets such as Gladstone Land and Schwab Fundamental Emerging Markets Large Company Index ETF.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Cahill Financial Advisors, Inc.'s revenue is estimated to be in the range of $25M - $50M

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