About Us

We’re a privately-owned financial consulting firm and we’re a bit different.

With over 50 years combined experience at some of the world’s most prestigious banks, we’ve gained the insight and market knowledge to be valuable assets to our clients. However, we’ve gone out on our own because we no longer wanted to be restricted and constrained. Our focus is on finding the best solution for our clients using the knowledge and relationships we’ve developed over the past few decades, as well as having every product on the market at our disposal.

We believe in building great client relationships. We take your business personally – never ever just treating you like a number. We have a craftsman’s pride in our work and we’re passionate about what we do.

At Cavalry Financial, we fight on your behalf. We watch out for you, defend your back, and protect your future. It’s a new generation of financial advice we are promoting, one that’s consultative, simple, transparent, and progressive.

If that sounds appealing and you want to join us in our journey, contact us today!