A complete list of active advisors currently associated with Cannon Financial Strategists, Inc.

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

Cannon Financial Strategists is a registered investment adviser that serves individuals and families (including high-net-worth households), corporations, non‑profits, trusts, and employer‑sponsored retirement plans. The firm provides wealth management, direct mutual fund implementation, comprehensive financial planning, and a range of retirement plan advisory services. The firm documents client objectives and guidelines with Investment Policy Statements and emphasizes asset allocation, broad diversification, and periodic rebalancing, with attention to tax consequences and household‑level tax efficiency. Many client relationships are managed on a discretionary basis under its wealth management and direct mutual fund service models, and portfolios use both actively‑ and passively‑managed mutual funds and ETFs. Cannon’s brochure discloses two less common features: it offers accounting and tax compliance services to both advisory clients and non‑clients, and some supervised persons are licensed insurance agents who may earn commission‑based compensation that can be credited to clients. The firm also provides a full suite of retirement plan services (IPS preparation, participant education, RFP/vendor evaluation, and revenue‑sharing review) and discloses a related broker‑dealer under common control that does not serve as its broker of record.

To learn more about the advisors currently working at Cannon Financial Strategists, Inc., 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.