Who We Are
We are a family owned wealth management business.
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.
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.
Cunningham Financial had its origins in 1976 when Stan Cunningham began his career in the financial services industry. Over the next 30 years, Stan experienced firsthand the vast transformations that were occurring in the financial services world. In 2005 he decided he could better serve his clients as an independent financial services firm; and in early 2006, Cunningham Financial was born.
Supported by Kestra Financial, one of the biggest independent broker dealer in the nation*, Cunningham Financial has grown and expanded not only its services but also its staff. Today, Stan is joined by a second advisor; his son, Jason. In addition, Katy, Alice, and Sabrina provide office and client support and are vital to the team’s success. We take pride in having a family business and enjoy partnering with many of our clients on a multi-generational level