About Us

Our Mission

At WMS Financial, LLC, our mission is to empower individuals and business owners to pursue their financial goals with confidence. We understand that each client has unique needs and aspirations, and we are dedicated to providing personalized strategies that align with those objectives. Our commitment to offering a wide range of financial products and services ensures that you have the tools and resources necessary to make informed decisions.

Our Approach

We believe that sound financial information is the cornerstone of effective planning. By equipping you with the knowledge needed to understand your financial landscape, we help you identify your goals and craft strategies to pursue them. Our approach is centered around collaboration and communication, fostering a genuine connection with our clients that extends beyond numbers and spreadsheets.

A Trusted Partnership

Our partnership with LPL Financial enhances our ability to serve you better. As a leading provider of comprehensive financial services, LPL Financial offers us access to an extensive array of resources and expertise. This collaboration allows us to deliver innovative solutions and insights, ensuring that you receive the highest level of service and support.

Our Community

Based on Long Island, we are proud to serve a diverse community of clients, both locally and beyond. Our roots in the area give us a unique understanding of the challenges and opportunities faced by families and businesses in our region. We are committed to being a trusted resource and guide, always in your corner as you navigate your financial journey.

Our Team

John Cahill, CFP^®

Owner, Certified Financial Planner, LPL Financial Advisor

With over 26 years of experience in the financial planning industry, I bring a wealth of knowledge, integrity, and a client-first approach to every aspect of my work. My journey began with a BA in History from Stony Brook University,...

Alaina Salerno

College Planning Specialist

With 15 years as a College Planning Specialist, I've dedicated my career to helping families navigate the often complex world of college admissions and financial aid. From client intake to processing financial aid paperwork, writing...

^{Contact Us}
Let’s Begin the Conversation!

If you are interested in beginning a partnership with us, submit this form to schedule an initial conversation. We look forward to building a prosperous relationship with you.