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Welcome to Cunningham Financial

We are a family owned wealth management business.

We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients. Those relationships, like our business, are built upon INTEGRITY and TRUST.

Who We Serve

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a team of financial professionals in your corner.

    • Individuals & Families
    • Small Business Owners
    • Veterinarians

Speak to a Professional

If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule Consultation

What We Do

Client Centered
  • We craft a plan for the life you envision.

  • Through our trusting relationship we help your dreams become a reality.

  • Flexibility to adjust your dreams and goals.

Our Services

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Wealth Management

Wealth Management

Consultation, guidance and support.

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Retirement Planning

Retirement Planning

Create your retirement roadmap.

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Insurance Approaches

Insurance Approaches

Help protect yourself and your practice.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we are a good match for you.

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