Announcements




June 2024

Mark your calendars! Our Annual Client Golf Outing this year will be held on Monday, August 5th at NCR Country Club. Please see the invitation below and let us know if you would like to join.

2024 Annual Golf Outing Invitation


February 2024

We are pleased to announce that Callahan Financial Management Group, LLC was recognized on the Forbes 2024 Best-in-State Wealth Management Team List.  We sincerely appreciate the opportunity to serve our clients' wealth management needs along with the trust they place in our team to help them pursue their short- and long-term investment goals.   
* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


September 2023

We are excited to announce that Corey Callahan, CFP® and Financial Advisor, has been recognized as a 2023 Forbes Top Next-Gen Wealth Advisor Best-In-State.

In response Corey shared the following, “I believe that two of the most valuable things I can offer a client are perspective and clarity. With that said, I hope my clients see this recognition as a reflection of my ongoing commitment to always putting their best interests first. I take pride in my commitment to them and I sincerely appreciate the opportunity to provide them with trusted financial advice.”

To see the full announcement, please visit: Best-In-State Next-Gen Wealth Advisors 2023 (forbes.com)
*2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.



Callahan Financial Management Group, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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