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.