Announcements
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Client Appreciation Event
Our Annual Client Golf Outing will be held on Monday, August 3rd, 2026 at NCR Country Club. Please RSVP and send questions to Sara Gallagher, Sr. Marketing Associate, via email at [email protected]. Click on the link below for more information.
2026 CFMG Annual Golf Outing Invitation
Platinum Council Award
We are excited to announce that Corey Callahan, CFP®, Financial Advisor & Partner, has been named a 2026 Platinum Council Advisor by Wells Fargo Advisors Financial Network.
We hope this recognition demonstrates our continued commitment to always putting our clients’ interests first. We are grateful for the opportunity to support their wealth management needs and help support their short and long term investment goals.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.
We are honored to announce that Corey Callahan, CFP®, Financial Advisor & Partner, has been recognized as a Forbes 2026 Best-in-State Wealth Advisor.
In response to the recognition, Corey shared;
“More than anything, this recognition reflects the people behind it – our team and the clients we serve. Our approach has always been simple: combine professional insight with genuine care. This philosophy continues to shape our culture and the relationship we have with clients.”
The CFMG Team is deeply grateful for the role our clients play in that. Their confidence, partnership, and loyalty are central to everything we do, and we thank them for allowing us to be part of their financial journey.
*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
We are pleased to announce that Callahan Financial Management Group, LLC was listed as a Forbes 2026 Best-in-State Wealth Management Team.
We are sincerely grateful for the relationships we share with our clients and the role they play in shaping our work and standards. We remain committed to supporting those we serve as they pursue a life well lived.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (variable by state), revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
Our Annual Client Golf Outing will be held on Monday, August 11th at NCR Country Club. Please RSVP with Sara Gallagher, Sr. Marketing Associate, via email at [email protected]. As always, we welcome clients to bring one guest. Please see the invitation below for more information.
2025 Annual Client Golf Outing Invitation
We are pleased to announce that the Callahan Financial Management Group, LLC was recently listed as a Forbes 2025 Best-in-State Wealth Management Team.
We are sincerely grateful for the relationships we’ve built with our clients and we recognize the vital role you play in achieving milestones like this. For that, we say “thank you.” We believe this accolade not only reflects our commitment to you, but it also highlights our dedication to one another as a team. This is imperative in our mission to provide you with excellent service and care.
We truly appreciate the opportunity you’ve given us to continue working for you and your family.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Client Appreciation Event
Our Annual Client Golf Outing will be held on Monday, August 3rd, 2026 at NCR Country Club. Please RSVP and send questions to Sara Gallagher, Sr. Marketing Associate, via email at [email protected]. Click on the link below for more information.
2026 CFMG Annual Golf Outing Invitation
Platinum Council Award
We are excited to announce that Corey Callahan, CFP®, Financial Advisor & Partner, has been named a 2026 Platinum Council Advisor by Wells Fargo Advisors Financial Network.
We hope this recognition demonstrates our continued commitment to always putting our clients’ interests first. We are grateful for the opportunity to support their wealth management needs and help support their short and long term investment goals.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.
We are honored to announce that Corey Callahan, CFP®, Financial Advisor & Partner, has been recognized as a Forbes 2026 Best-in-State Wealth Advisor.
In response to the recognition, Corey shared;
“More than anything, this recognition reflects the people behind it – our team and the clients we serve. Our approach has always been simple: combine professional insight with genuine care. This philosophy continues to shape our culture and the relationship we have with clients.”
The CFMG Team is deeply grateful for the role our clients play in that. Their confidence, partnership, and loyalty are central to everything we do, and we thank them for allowing us to be part of their financial journey.
*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
We are pleased to announce that Callahan Financial Management Group, LLC was listed as a Forbes 2026 Best-in-State Wealth Management Team.
We are sincerely grateful for the relationships we share with our clients and the role they play in shaping our work and standards. We remain committed to supporting those we serve as they pursue a life well lived.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (variable by state), revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
Our Annual Client Golf Outing will be held on Monday, August 11th at NCR Country Club. Please RSVP with Sara Gallagher, Sr. Marketing Associate, via email at [email protected]. As always, we welcome clients to bring one guest. Please see the invitation below for more information.
2025 Annual Client Golf Outing Invitation
We are pleased to announce that the Callahan Financial Management Group, LLC was recently listed as a Forbes 2025 Best-in-State Wealth Management Team.
We are sincerely grateful for the relationships we’ve built with our clients and we recognize the vital role you play in achieving milestones like this. For that, we say “thank you.” We believe this accolade not only reflects our commitment to you, but it also highlights our dedication to one another as a team. This is imperative in our mission to provide you with excellent service and care.
We truly appreciate the opportunity you’ve given us to continue working for you and your family.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.