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Our Firm

Cantrill Financial Group was founded in 2006 as an independent holistic planning firm.  The firm’s mission is to deliver a Concierge Financial Service Experience that can be found at large Wealth Management Firms, but retain the accessibility and flexibility that make boutique planning groups unique.

The firm emphasizes the value of collaboration and strategic partnerships, and many of our relationships have created advanced resources and strategies involving college planning, IRA’S, distribution planning, and estate and tax services.

In 2017, the firm relocated to Frisco and we are excited to be growing in this thriving community.  If you are looking to work with an advisory firm that will look at your entire picture and put your needs first, we invite you to reach out to us for an initial consultation.  We would love to have the opportunity to meet.