Callahan Financial Planning Email Format

Investment ManagementIowa, United States11-50 Employees

Callahan Financial Planning is a fee-only investment management and personal financial planning firm based in Treynor, Iowa. It serves families seeking retirement preparation, portfolio guidance, wealth management, tax planning and preparation, and estate planning, among other services, operating as an independent fiduciary to place client interests first. The company provides a range of advisory offerings tailored to individuals and family offices, underscoring its position within the investment management industry as a fee-only, fiduciary advisor that holds client assets at an independent brokerage chosen with input from the client and advisor. Founded in 2010, Callahan Financial Planning has expanded with multiple office locations and partnerships, reflecting growth and outreach beyond its original Midwest base. In recent developments, the firm announced partnerships with OneSeven and Merchant in 2023, signaling ongoing activity with affiliated advisory networks and expanded collaboration in the RIA space.

Get verified Callahan Financial Planning emails free

Company overview Employee directory