Single Family Office

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Cahill Financial Advisors, Inc.

Cahill Financial Advisors is an independent, fee-only wealth management firm providing financial planning, investment management, and fiduciary advice to...

Cahill Financial Advisors, Inc.

Cahill Financial Advisors is an independent, fee-only wealth management firm providing financial planning, investment management, and fiduciary advice to individuals and families.

General information

Firm type

Single Family Office

Year founded

1980

Location

Region

North America

Country

United States

City

Edina

Corporate office

7261 Ohms Lane, Edina, MN 55439, United States

Frequently asked questions

How does Cahill Financial Advisors structure its fees?

Cahill charges a clear fee for its services and does not earn commissions on investments or products it recommends (per firm website). This fee-only structure aligns the firm's interests with those of its clients, removing sales-based incentives.

What is Cahill's investment philosophy?

Cahill employs a customized asset management approach, tailoring portfolios to each client's financial situation, goals, and risk tolerance. The firm does not publicly disclose specific asset-class allocations, security selection criteria, or concentration limits.

Does Cahill accept outside capital or operate as a multi-family office?

The firm describes itself as serving individuals, families, and small businesses and does not advertise specific minimum assets or a multi-family office structure. Its select client approach suggests a boutique practice, but no formal single- or multi-family office designation is publicly available.

What is the relationship between Cahill Services LLC and Cahill Financial Advisors?

Publicly available sources do not clarify the legal relationship between Cahill Services LLC and Cahill Financial Advisors, Inc. Both entities share a similar name and are headquartered in the Lakewood, Colorado and Edina, Minnesota areas respectively, but no formal connection has been disclosed.

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