Welcome to Callan and Lindahl Wealth Management

Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm committed to helping our clients pursue their goals through customized strategies focused on building, preserving, distributing and transfering our clients’ wealth.

We believe in a broad based approach that encompasses retirement, tax, educational and estate planning as well as risk mitigation. Our process focuses on building long term client relationships by emphasizing client service and providing straight forward, customized financial advice.

We have partnered with LPL Financial, the #1 independent broker/dealer by total revenue as reported by Financial Planning magazine, 1996-2025, based on total revenue.  For more information about LPL Financial, visitLPL.com.

We encourage you to explore our website and learn more about the services provided by Callan and Lindahl Wealth Management. Should you have any questions or want more information on us or our firm please email or call us at 408-890-2440.