About Holm & Cawley Financial

REGISTERED FIDUCIARY GUIDANCE

Serving Families, Retirees & Employers

Holm & Cawley Financial Group is an independent, fee-only registered investment advisor dedicated to helping families, retirees, and employers make confident financial decisions. We take a straightforward, conflict-free approach: we listen first, build long-term plans rooted in your real life, and communicate clearly so you always understand the path forward. Our only incentive is your success — no commissions, no product sales, no hidden agendas.

Experienced Advisors Dedicated to Your Success

Our Team

Kris Holm

Kris Holm is the founder and lead advisor of Holm & Cawley Financial Group. With decades of experience in investment management and comprehensive planning, Kris built the firm on the principle of true fiduciary service — putting clients first with transparent, conflict-free guidance that helps families and businesses achieve lasting financial security.

Benjamin Cawley

Benjamin Cawley serves as Investment Advisor Representative and Chief Compliance Officer. Specializing in retirement strategies, tax-efficient planning, and complex transitions, Benjamin ensures every recommendation aligns with client goals through disciplined, long-term thinking and clear communication.

Reuben Cawley

Reuben Cawley is an attorney and advisor specializing in estate planning, wealth transfer, and retirement account management. Licensed to practice law and committed to the firm’s fiduciary standards, Reuben helps clients protect assets, minimize taxes, and create clear succession strategies that align with their family goals and long-term vision.

Ready to Talk?

schedule a meeting