About Callahan Financial Planning
We provide a special form of conflict-free financial advice called fee-only financial planning.
Who are we?
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in Denver, Colorado.
This means both the company and all of our financial advisors make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do, and we will never receive a sales commission for anything we do.
Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
What makes us different?
Clients working with a traditional financial advisor, agent, or broker must pay a commission associated with a financial product. We believe this structure holds an inherent conflict of interest, and our founder and president, William A. Callahan, sought to create a better way. Our services are designed to provide financial planning and investment advice without fear of a sales pitch, sales commission, or other hidden fees.
Our planning team seeks to help those we work with on a deeper level, analyzing the financial decision-making process and making regular recommendations for improvement. Today, our process is driven by a group of professionals located in Omaha that use a combination of data from empirical research and our direct practice with clients.
Mr. Callahan founded the company with a deep conviction that avoiding conflicts of interests is vital when providing financial advice. While uncommon, this philosophy is an integral part of our company culture today. This is embodied in our commitment to every client:
- We will always place our client’s interests first
- We will never accept or receive a commission for any reason, and will always clearly declare our fee for our service
- We will be diligent in our work, and seek to act without bias
- We will be honest, and act with integrity and professionalism
Finally, we also believe that clients are better served by a team. All clients of Callahan Financial Planning have access to the resources of our entire practice, in addition to receiving one-on-one access and meetings with a dedicated financial planner.
In The News
8/2/18 Top Next-Gen Wealth Advisors - Forbes Magazine - view article
1/8/18 Callahan Financial Planning Celebrates Growth, Announces Transition to Federal Regulator and Appointment of Chief Compliance Officer - PR Newswire - view article
1/5/18 Callahan Financial Planning Adopts CFA Institute Asset Manager Code of Professional Conduct - CFA Institute - view article
12/31/17 Improving the Client Experience – Highlights of Our Work in 2017 - Callahan Financial Planning - view article
6/5/16 Omaha’s Choice Awards for Financial Planning Firms – Finalist - Omaha World Herald - view article
Please Note – Third-party Ratings – Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Callahan Financial Planning is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Callahan Financial Planning did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Callahan Financial Planning by any of its clients.