A complete list of active advisors currently associated with Cannon Wealth Management Services

Warmer can help you find a great advisor at Cannon Wealth Management Services or one who fits your needs even better.

Cannon Wealth Management Services is an SEC‑registered advisory firm that provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages about $245 million for roughly 374 clients and operates with a small team of five advisors. CWMS uses fundamental analysis and generally pursues a long‑term investment orientation while tailoring asset allocation and investment selection to each client’s objectives and constraints; investments may include mutual funds, ETFs, equities, corporate bonds, REITs, private/alternative funds and variable annuities, and the firm may recommend or monitor third‑party external managers. The firm provides ongoing financial planning and retirement‑plan advisory services and sponsors a CWMS wrap fee program that is limited to transition clients who moved from a prior adviser relationship. What distinguishes CWMS from many peers is its integration with other financial services: principals and certain employees are affiliated with an accounting practice (Cannon & Company, LLP) that provides tax and accounting work for separate fees, and some advisory personnel are also registered representatives of Private Client Services, LLC and licensed insurance agents, which can result in commission‑based compensation in addition to advisory fees. CWMS discloses these potential conflicts and describes procedures to mitigate them, and it participates in an institutional custody platform (including technology and capped financial support during initial onboarding) that supports its advisory operations.

To learn more about the advisors currently working at Cannon Wealth Management Services, 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.