Announcements




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.   
* 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)
*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.  


June 2023

Mark your calendars! Our Annual Client Golf Outing this year will be held on Monday, August 7th at NCR Country Club. Please see the invitation below and let us know if you would like to join.

2023 Annual Golf Outing Invitation



February 2023

We are pleased to announce that Callahan Financial Management Group, LLC was recognized on the Forbes 2023 Best-in-State Wealth Management Team List.  We are humbled to receive this award and hope our clients see this recognition as a reflection of our ongoing commitment to always putting our clients’ interests first. We sincerely appreciate the opportunity to serve our clients' wealth management needs and the trust they place in our team to help them pursue their short- and long-term investment goals.
*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. 


July 2022

We are excited to announce that Dave Callahan, Principal, Managing Director and Financial Advisor, and Corey Callahan, CFP® and Financial Advisor, have both been recognized as one of the 2022 Wells Fargo Advisors Financial Network Platinum Council.  We believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. 
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.









Callahan Financial Management Group, LLC

Investment and Insurance Products are:

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