Peoria, AZ Office

Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. Services are delivered through signed client agreements and include asset management (discretionary and non‑discretionary), written financial plans, and annual plan updates.

The firm establishes investment policy through client interviews to define objectives, time horizons, and risk tolerance, then implements portfolios across mutual funds, ETFs, stocks, bonds, and select sub‑advised strategies such as SEI models. Analysis methods described in the brochure include fundamental, technical, quantitative and qualitative techniques, and the firm issues periodic account reporting (typically quarterly) and may use block trading and sub‑advisers for implementation.

Noteworthy operational details include that an investment representative maintains an active attorney license and may provide or accept referrals for legal services in a separate, non‑firm capacity, and that the firm uses third‑party tools (Pontera Solutions) to aggregate held‑away retirement accounts—an arrangement that requires clients to share login credentials and carries additional custody and cybersecurity considerations. Cahill also employs Broadridge for securities class‑action monitoring and participates in SEI sub‑advised programs, practices the brochure highlights as part of its service mix.