Callahan Financial

EST. AUM
$165,404,835

CONTACTS
0

CLIENT ACCOUNTS
528

Firm Details

Metro area Cincinnati
CRD Number 282449
Website callahancincy.com
Client types

Overview

Callahan Financial provides comprehensive financial advisory services with a focus on wealth management, retirement planning, education funding, and risk management. The firm’s mission is to serve as a fiduciary advocate for clients by delivering objective, personalized guidance aligned with each client’s goals and life stage. With over three decades of experience, Callahan Financial emphasizes collaboration, education, and proactive planning to help individuals and families achieve long-term financial security. Its approach integrates both traditional financial planning and modern portfolio management solutions. The firm maintains independence from product providers, ensuring advice remains unbiased and client-centered.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Callahan Financial

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company