A complete list of active advisors currently associated with Cannon Beach Financial Advisors

Warmer can help you find a great advisor at Cannon Beach Financial Advisors or one who fits your needs even better.

Cannon Beach Financial Advisors provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting to individuals, high‑net‑worth clients, and small‑business clients and their employees. The firm manages roughly $209 million in regulatory assets across about 122 client relationships and offers ongoing account supervision and periodic reviews. The firm offers two primary investment programs — a fund/ETF‑centric Core strategy for simpler or legacy‑light accounts and a Core Plus strategy that adds individual security management and active sector positions for clients with more extensive legacy holdings. Investment decisions are guided by client objectives and employ a mix of asset allocation, fundamental, technical, quantitative and qualitative analysis; the firm may also use options, margin, short‑sale strategies and third‑party managers where appropriate. Notable operational features include direct fee debit authority and the use of standing letters of authorization (SLOAs) for third‑party disbursements, which give the firm certain custody-related capabilities beyond routine custodial arrangements. The firm does not vote client proxies (clients retain that responsibility) and links preferred advisory tiers to ongoing financial planning engagements, points that prospective clients may want to consider when comparing governance and service structures.

To learn more about the advisors currently working at Cannon Beach Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Cannon Beach Financial Advisors's office locations.