Callahan Financial Planning is an Omaha-based independent fiduciary financial advisory firm, providing financial planning and investment management services. This means the company and all employees make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do.
Callahan Financial Planning is a federally registered investment advisor serving clients in several states throughout the United States. We provide a unique form of conflict-free financial advice through our fee-only ongoing financial planning and investment advisory service.
Our practice is one of the largest NAPFA financial advisory practices in Nebraska today.
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:
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.
8/3/18 Callahan Financial Planning Highlights Decision-Making Tools for Clientele - Midlands Business Journal - download PDF
8/2/18 Top Next-Gen Wealth Advisors - Forbes Magazine - view article
6/24/18 Callahan Financial Planning Welcomes Rebecca Barnes as Tax & Financial Planning Associate - Omaha World Herald - view article
1/8/18 Callahan Financial Planning Celebrates Growth, Announces Transition to Federal Regulator and Appointment of Chief Compliance Officer - Yahoo Finance - view article
1/5/18 Callahan Financial Planning Adopts CFA Institute Asset Manager Code of Professional Conduct - Marketwatch - view article