A complete list of active advisors currently associated with Cunningham Wealth Management

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

Cunningham Wealth Management serves a mix of individual clients — including high-net-worth households — as well as charitable organizations, corporations and employer retirement plans. The firm provides discretionary and non-discretionary portfolio management, selection and monitoring of third‑party money managers, and written financial planning for existing advisory clients. Its investment approach combines asset-allocation guidance with multiple methods of analysis, including fundamental, technical, quantitative and cyclical techniques, and favors longer-term holdings when appropriate; client objectives are documented in an Investment Policy Statement and accounts are reviewed at least quarterly. The firm also integrates third‑party manager searches into client solutions and provides ongoing monitoring and reporting tied to clients’ stated goals and risk tolerances. Cunningham is atypical among similarly sized supported advisers in maintaining five offices and in its formal affiliation with a public accounting firm, which involves cross-referrals and shared personnel who devote substantial time to accounting practice. The firm additionally operates as a registered insurance agency and discloses that representatives are licensed to sell insurance and annuity products, and it makes use of custodian-provided educational conferences, roundtables and webinars as part of its resources for client service.

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