Unlock your financial potential with the expertise of two separate & independent teams who specialize in tax & accounting and private wealth management.
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Hear From Our Team
Select a topic below to learn more about how Cannon Advisors integrates tax, accounting, and wealth management to help clients achieve their financial goals.
Creating a clear path to your goals
Three simple steps, one trusted partnership: Discover where you are, identify where you want to be and build a plan toward success.
Where You Are
We create financial strategies tailored to your goals, starting with a clear, honest picture of where you stand today.
Where You Want To Be
Years of experience have prepared us to guide you through retirement, business transitions, and every season of life.
How You Get There
Partner with a team of advisors who know you, care about you, and want to see you succeed for the long haul.
Advisors who know you, not just your portfolio
Most people juggle a separate accountant and a separate investment advisor who rarely speak to one another. At Cannon, our wealth management and tax & accounting teams work side by side, so the strategy on one side of your financial life never undermines the other.
- Fiduciary, SEC Registered Investment Adviser
- Coordinated tax planning and investment strategy
- Personalized retirement and transition planning
A book by R. Bryan Cannon
“Having no plan is still a plan. Just not a good one.”
Are you envisioning the day of your retirement — exploring the world, time with grandchildren, or a long-held passion? Everyone harbors their own retirement aspirations, yet a common thread binds us: our readiness likely falls short of its potential. The time to avoid un-planning your retirement begins now.
Learn MoreTrusted by families across the Country
Rated on Google Reviews
“As a new client, I'm extremely pleased with the financial planning and advising services. Bryan, Phil, and Barbara listened carefully and built a plan tailored to my needs, explaining complex concepts clearly. Their transparency, integrity, and proactive check-ins give me confidence in my financial future.”
“Our dealings with Cannon Advisors go back quite a long time. If I wasn't receiving good services, I would have gone elsewhere long ago. We've had nothing but positive, thorough, and well thought out interactions. I cannot recommend Cannon Advisors highly enough. Keep up the great work!”
“Barbara Bell has guided us with rock-solid advice and long-term planning as our CFP, while Bryan Cannon has expertly managed our assets. Through their steady guidance and disciplined strategy, we've experienced tremendous growth and feel genuinely confident we could retire comfortably. We recommend them without reservation.”
“Cannon has been very, very helpful and informative. Answered all inquiries in a timely and professional manner. Never rushed, and with me every step of the way in my decision process and after joining up with them. Highly recommend.”
Reviews are provided by clients of Cannon Advisors. No compensation was provided in exchange for testimonials. Individual experiences may vary and are not a guarantee of future results.
What Clients Ask
Straightforward answers to the questions we hear most often. If you do not see yours here, we welcome the conversation.
The Cannon difference
Meet the team and hear what sets our coordinated approach to tax, accounting, and wealth management apart.
