In addition to these services, we offer tax preparation services through our sister firm, TaxLogix. In addition to convenience, having your tax planning and preparation under one roof allows us granular insight into taxes that may yield additional savings opportunities now and in the future.
Your Trusted Partner for Holistic Wealth Management and Tax Services in Frisco, TX
Serving First, Without Compromise
In 2006, Brad Cantrill, CFP®, JD*, EA, founded Cantrill Financial Group in Frisco, TX, to provide boutique, family office-like service to his clients without the high barriers to entry. He has since established a team of experienced financial experts committed to helping local individuals and families navigate the complexities of financial planning and tax preparation.
Financial Planning & Advisory Services
We work with you to hone in on your goals, develop a highly personalized, comprehensive financial plan, and then help you manage it as your needs and goals change over time.
Why Choose Us?
Uncompromising Service
Cantrill Financial Group was built on the motto “Serving First, Without Compromise, and we strive to live it daily. Delivering on that promise means the personalized service of a boutique firm, as well as adhering to the highest fiduciary and ethical standards.
Experience
With nearly 20 years of experience serving clients throughout Frisco, the DFW Metroplex, and beyond, our team has a long and proven track record of success. Just ask our clients – many of whom we have worked with for a decade or more.
Rooted in Our Community
We’re your neighbors – and we’re committed to help you reach your financial goals. We started in Frisco, we’re located in Frisco, we live in Frisco, and our kids go to Frisco schools. Those connections mean a level of responsibility and accountability to our local community that you won’t find in newer, larger, and/or national firms.
