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Callahan Financial Planning

Independent financial planning firm for individuals and institutions, including estate and legacy planning

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About Callahan Financial Planning

Callahan Financial Planning is a financial planning practice that serves individuals and institutions. It states that it acts independently and without conflicts of interest, and that its specialists help clients set goals and map a route towards them.

What Callahan Financial Planning offers

  • Goal setting — working with clients to define what they want to achieve.
  • Financial planning — writing a step-by-step path towards those goals.
  • Estate and legacy planning — aligning values and resources, and preparing for life changes and what comes next.

Who it works with

The firm advises private individuals as well as institutions.

Key facts

  • Approach: independent advice with no conflicts of interest
  • Publishing: commentary on tax legislation and a team spotlight series on its news pages

Profile written by TrustList from the business's own published information, Oct 2026.

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