Miller Johnson Represents Cahill Wealth Management, LLC in Sale to Edelman Financial Engines, LLC
The Transaction
On May 1, 2025, Miller Johnson Represented Cahill Wealth Management, LLC in its acquisition by Edelman Financial Engines, LLC. Cahill Wealth Management has provided trusted financial advice to clients for over 20 years. Their merger with Edelman Financial Engines, a national top independent wealth management firm, will allow their advisors to continue to serve their clients, backed by the resources of a coast to coast wealth planning and workplace investment advisory firm.
Miller Johnson acted as legal advisor to Cahill Wealth Management in the transaction. Miller Johnson’s team was led by Aimee J. Jachym (M&A), and included Abi Adekoya (M&A), Mary Tabin (Employment and Labor), Jessica McLemore (Tax), Neil Williams (Tax), Frank Berrodin (Employee Benefits), and Suzanne Miller (Real Estate).
Cahill Wealth Management LLC
Based out of Portage, Michigan, Cahill Wealth Management, founded by Ryan Cahill CFA, CFP has been a leader in wealth management strategies and financial advising for over 20 years.
Edelman Financial Engines, LLC
Represented by Baker & McKenzie, Edelman Financial Engines, has been operating for over 35 years, with 144+ offices across the country and more than $293 billion in assets under management. As a nation-wide high-tech and high-touch wealth management service provider, they guide individuals, as well as employers through financial planning strategies and wealth management.
Miller Johnson’s Mergers and Acquisitions Group
Miller Johnson’s M&A practice group collaborates with clients and their advisors to structure, negotiate and close deals and to navigate the challenges that can arise in mergers, acquisitions, dispositions and other business combination or investment transactions.
Miller Johnson is top listed for mergers and acquisitions with U.S. News & World Report’s Best Law Firms and is ranked by Chambers USA. At The M&A Advisor’s national awards and the ACG M&A Deals and Dealmakers regional awards, our attorneys are consistently involved in deals honored as winners and finalists. For further information, please contact Aimee Jachym at 269.226.2984.