PictureWilliam Callahan.

Callahan Financial Planning, an independent, fee-only fiduciary financial advisory firm, announced last month that it will be merging its operations with TS Prosperity Group. The partnership doubles the size of the combined businesses to an estimated $450 million in assets under management, and help the firms provide trustee services, enhanced tax planning, and improved technology to clients.

Callahan provides personal financial planning that includes the complex integration of investments, income taxes, retirement, insurance, and estate planning for individuals and families. Financial advisory offices are in San RafaelSan Francisco, and Mill ValleyOmaha and Lincoln in Nebraska; and Denver and Centennial in Colorado.

“The culture of our organization has always been centered around our clients and the planning experience they receive,” Callahan Financial Planning President William Callahan said. “So when we considered combining organizations, it became clear how complimentary our approaches were, including our mutual focus on client impact, and our approach seeking to provide unconflicted financial advice. Ultimately, what convinced us to proceed together was just how much better the experience could get with the shared resources of the two highly compatible organizations together.”

Callahan Financial Planning is located at 100 Shoreline Hwy. in Mill Valley.


Want to know what’s happening around town? Click here to subscribe to the Enjoy Mill Valley Blog by Email!