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Callahan Financial Planning
AddedMay 28, 2026
UpdatedMay 30, 2026
Callahan Financial Planning

Callahan Financial Planning

Acquired

Independent fee-only investment advisor providing wealth management for high net worth families.

HQ
Omaha, NE, US
Founded
2010
Overview
M & A
Compare
Employees
News

Callahan Financial Planning was founded in 2010 as an independent, fee-only fiduciary financial advisory firm headquartered in Omaha, Nebraska. The firm was a leader in wealth management technology for high net worth families, providing holistic personal financial planning that integrated investments, income taxes, retirement, insurance, and estate planning. With offices across Nebraska, California, and Colorado, the firm served hundreds of families and managed approximately 175 million in assets prior to its acquisition.

In April 2021, Callahan Financial Planning merged with TS Prosperity Group, the trust division of TS Bank, in a transaction that doubled the combined businesses to an estimated 450 million in assets under management. The firm remained a separately identifiable division of TS Banking Group, continuing to serve clients under the Callahan Financial Planning brand while benefiting from enhanced trustee services, tax planning, and technology resources.

Callahan Financial Planning - M & A Snapshot

Open M & A

  • TS Bank

    Acquired Callahan Financial Planning • Undisclosed • Apr 21, 2021

Callahan Financial Planning - Products & Services

  • Wealth Management logo

    Wealth Management

    Fee-only wealth management and holistic financial planning services for high net worth families.

    Competing Products

    Foster Group logo

Callahan Financial Planning - Similar Companies

Syverson Strege logo

Syverson Strege

onlyworkforyou.com

Foster Group logo

Foster Group

fostergrp.com

Wealthfront logo

Wealthfront

wealthfront.com

eMoney Advisor logo

eMoney Advisor

emoneyadvisor.com

Envestnet logo

Envestnet

envestnet.com

Harness Wealth logo

Harness Wealth

harnesswealth.com

Range logo

Range

range.com

InvestLinc Wealth Services logo

InvestLinc Wealth Services

CataMetrics Management logo

CataMetrics Management

Heritage Family Offices logo

Heritage Family Offices

heritagefo.com

Callahan Financial Planning - Quick Facts

Who are Callahan Financial Planning's competitors?

Companies similar to Callahan Financial Planning include Syverson Strege, Foster Group, Wealthfront and eMoney Advisor.

When was Callahan Financial Planning founded?

Callahan Financial Planning was founded in 2010.

Where is Callahan Financial Planning's headquarters located?

Callahan Financial Planning's headquarters is located in Omaha, NE, US.

Callahan Financial Planning - Classification

Industry
  • Financial Planning
  • Financial Services
Customer
  • Wealth Management Firms
Tags
  • fee-only
  • fiduciary
  • RIA