William Callahan

CFA, CFP®

Callahan Financial Planning Company

Financial Advisor

William Callahan

CFA, CFP®

Callahan Financial Planning Company

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William Callahan, CFA, CFP®

Fee-Only Financial Advisor serving the Omaha and Lincoln, Nebraska areas

William Callahan is a Omaha, NE fee-only financial planner. Callahan Financial Planning Company provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Callahan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

William Callahan is an Omaha, Nebraska-based Certified Financial Planner™ professional and founder of Callahan Financial Planning Company. Mr. Callahan has served as a financial advisor and portfolio manager at national and regional commercial banks, and studied finance and investment science at the University of Nebraska at Omaha and New York University. As the President and Chief Investment Officer of Callahan Financial Planning, Mr. Callahan oversees the investment direction of $75 million in client portfolios.

Mr. Callahan’s philosophy is that proper advice can only be rendered after having a comprehensive understanding of a client’s total financial situation. He combines analytical portfolio planning skills with individual financial planning relationships. Today, these values are the cornerstone of the culture at Callahan Financial Planning and the reason they treat every client’s wealth as if it were their own.

Callahan Financial Planning is an independent financial planning and investment management firm. Because they are not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients. By providing advice via hourly and investment advisory fees only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice.

Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanfp.com or call 402-341-2000.

William Callahan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Callahan Financial Planning is an Omaha-based, independent financial planning and investment management company providing a unique form of conflict-free financial advice. As a Registered Investment Advisor, we maintain a standard of fiduciary responsibility to each of our clients.

President William Callahan’s fundamental belief that financial advisors should work on behalf of their clients, and not for the company offering the highest sales commission to employees, led him to form the company. This belief sets Callahan Financial Planning apart.

Clients typically working with a traditional financial advisor, agent or broker must pay a commission associated with a financial product. We believe this structure holds an inherent conflict of interest, and decided to create a better way. Our service, Conflict-Free Planning, means you can receive personal financial planning and investment management services without fear of a sales pitch, sales commission or other hidden fees.

Additionally, we believe that clients are better served by a team. All clients of Callahan Financial Planning have access to the resources of our entire practice, while still working one-on-one with your dedicated financial planner to achieve your goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact William Callahan

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • Midtown Crossing
    3157 Farnam St Ste 7111
    Omaha, NE 68131

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser