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Our Mission

At Cavanaugh Financial Group, our mission is to help families and individuals pursue financial independence and fiscal organization.  

We offer personalized services for every stage of life, whether you are teaching financial responsibility to your children, planning your own retirement, or caring for aging parents.

Since 1966

Cavanaugh Financial Group was started by Joseph Cavanaugh in 1966 and has been owned and operated by his son, John Cavanaugh, since 2012.  Being a second-generation business, we know the importance of family and taking care of your loved ones.  We understand that financial planning is more than just looking out for you as an individual, and we strive to help you and the people that matter to you most.  Together, we create value in early and thoughtful planning.  

John Cavanaugh, CFP®, CRPC®

John began with Cavanaugh Financial Group after graduating from the University of

St. Thomas with a degree in Business Entrepreneurship.  After joining his dad and sisters in the family business, John took an interest in helping others plan for retirement.  

In 2011, he earned two professional designations specializing in retirement planning, 

CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®).  John took over the family business in 2012 and has loved being able to help other families ever since.

John grew up in Plymouth near his family's financial planning business.  Investments, retirement plans, and life insurance were often topics at the family dinner table; therefore, discussing finances with other families has been a natural fit for John.  In his free time, John enjoys spending time with his wife and children.  His hobbies include chasing another hole-in-one on the golf course, dreaming about his next marathon, and drinking coffee at all hours. 

Fiduciary Standard

As a financial advisor, John is held to a fiduciary standard.  He offers independent, transparent and holistic advice in the best interest of his clients and their families.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, IL, IN, KY, MN, ND, NV, NJ, NM, ND, TX and WI.  

 

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate.  Follow-up, individualized responses to persons in a state by such firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history or a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.  PLEASE NOTE: the information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.