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3545 Plymouth Blvd, Suite 213 Plymouth, MN 55447

763-553-0256
info@cavanaughfinancialgroup.com
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Personalized Planning for Your Financial Goals

Your Partner Through Financial Decisions and Life Events

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Preparation and Organization in Your Financial Life

Comprehensive Financial Services Tailored to Your Needs

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Expertise and Dedication to Your Success

Insight and Resources Available When You Need it Most

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Wealth Management, Tailored To You

Cavanaugh Financial Group is a full-service financial planning and advisory firm that aims to provide comprehensive financial planning and investment management services to its clients. Our main focus is to help our clients pursue their goals by providing holistic financial plans, personalized investment strategies, and ongoing support.  We are led by John Cavanaugh, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) with 15+ years of experience as a financial advisor.  Our approach is to partner with our clients and provide them with first-class service.  We act as a trusted advisor to our clients, helping to answer questions and guide them through life events, so they can focus their time on family, friends and other aspects of life. 

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Our Four-Step Process

Discovery

Discovery

We begin with a complementary consultation, where we get to know you and how we can help.

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Development

Development

We use the information gathered during the discovery stage to create a blueprint of recommendations.

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Implementation

Implementation

Once a detailed plan is in place, we start putting it into motion.

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Monitoring

Monitoring

We review your plan regularly and monitor for necessary adjustments.

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Meet John Cavanaugh

Client Centered

I am John Cavanaugh, the owner and operator of Cavanaugh Financial Group, a comprehensive financial planning and investment management firm founded by my father in 1966.  I joined the company in 2007 and have been the owner since 2012.  I grew up in Plymouth, MN near my family's financial planning business and have always been interested in helping others plan for their financial goals.

What Our Clients Have To Say

Beth H.

"I love the warm family atmosphere and easy access to help..."

Kathleen C.

"I have found John to be extremely knowledgeable...he is very responsive and I always leave the office with a better understanding of my options..."

Doug S.

"John sits down and listens to you and tries to find out your ideas and wishes before he gives his input...he genuinely wants to do what is best for you..."

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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