Investment advisory firm Edelman Financial Engines (EFE) is buying Cahill Wealth Management. Based in Kalamazoo, Michigan, Cahill Wealth Management is an investment advisory firm managing approximately $426 million for 125 clients.
Cahil specializes in serving executives in the pharmaceutical and life sciences industries, providing them with strategic counsel in financial planning, employee benefits, and tax planning. And Edelman believes their expertise is a niche market that can help expand into a larger opportunity.
Cahill Wealth Management will fully integrate and continue operations within the EFE brand. And the deal is EFE’s first acquisition of 2025 as the firm continues to expand its footprint in regions of the U.S. with an increasing demand for its services.
EFE will continue seeking additional partners that have a shared vision to grow their practice by bringing more value and resources to clients.
KEY QUOTES:
“Cahill Wealth Management is an outstanding addition to our team, and we are very pleased about their decision to join us. Investor needs are changing rapidly, and EFE continues to elevate our offering and help clients in new ways by adding talented RIAs to our team.”
Jay Shah, chief executive officer at Edelman Financial Engines
“As we extend our reach throughout the country, particularly in the Midwest, we seek partners who prioritize client service and align with our fundamental principles. We have a long history of guiding employees of large enterprises on both their retirement accounts and greater financial plans, and we look forward to partnering with Cahill to deepen our expertise in the life sciences sector.”
Suzanne van Staveren, executive vice president, chief financial officer and chief operating officer at EFE
“After thorough due diligence, I decided to partner with Edelman Financial Engines because I believe in their leadership, feel they have similar values, and will be able to provide our team and clients with the support and advanced resources they deserve.”
Ryan Cahill, founder and president of Cahill Wealth Management
