3545 Plymouth Blvd, Suite 213,
At Cavanaugh Financial Group, we are proud of our history and our roots. Our founder, Joseph Cavanaugh, Sr., started the company with a focus on life insurance, but over the years, we have grown and evolved to become a comprehensive financial planning and investment management firm. We are proud to have John Cavanaugh, the son of Joseph Cavanaugh, Sr., as the owner and operator of the company since 2012.
We are located in Plymouth, MN, and have clients all over the United States. Our mission is to serve our clients as fiduciary and independent financial advisors, not tied to any one carrier. We believe that this independence is crucial in providing the best financial advice for our clients. We work with LPL Financial, as our broker/dealer, providing us with tools and technologies so that we can offer our clients the best investment options and financial planning services.
We take pride in building long-term relationships with our clients and helping them achieve their financial goals. Our goal is to provide our clients with the knowledge and resources they need to make informed financial decisions. We take the time to understand our clients' unique needs and tailor our services to meet those needs. We are committed to providing our clients with personalized, independent, and comprehensive financial advice.
I am 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 near my family's financial planning business and have always been interested in helping others plan for their financial goals.
I graduated from the University of St. Thomas with a degree in Business Entrepreneurship and in 2011, I earned two professional designations in retirement planning, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®).
My passion is providing comfort and financial confidence to my clients by helping them organize and understand their finances in a way that makes sense to them. My clients become almost like family to me and it is extremely rewarding to hear about their goals and accomplishments.
I love the personal connection that this industry provides. I enjoy being able to work with numbers and interact with people, and it’s rewarding to feel like I am making a difference in their lives.
In my free time, I enjoy spending time with my wife and children. I am also an avid golfer, runner, and traveler. I enjoy trying my hand at home improvement projects, and I love a good cup of coffee at all hours.
I am committed to providing my clients with personalized, independent, and unbiased financial advice tailored to meet their unique needs and goals. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.