On May 5, 2025, Edelman Financial Engines announced its acquisition of Cahill Wealth Management.
Edelman Financial Engines (“Edelman”) announced, on May 5, 2025, its acquisition of Cahill Wealth Management (“Cahill”). Cahill will join Edelman’s national wealth management practice and take on its brand name. Further terms of the transaction were not disclosed.
Edelman, based in Boston, is a registered investment advisor offering investment management, retirement planning, tax planning, estate planning and small-business solutions services. Edelman has approximately $293 billion in assets under management.
Cahill, based in Kalamazoo, Michigan, is a registered investment advisor and fee-only firm specializing in financial planning, employee benefits and tax planning. Cahill has over $426 million in assets.
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