# Cannon Advisors

> Cannon Advisors is a Charlotte, NC-based SEC Registered Investment Adviser providing private wealth management, coordinated tax and accounting services, and financial planning for pre-retirees, recent retirees, high-net-worth individuals, and business owners.

## About
- Advisor: R. Bryan Cannon, CFP®, LUTCF — CEO & Chief Portfolio Strategist
- Two independently owned, coordinated teams: Cannon Advisors (private wealth management) and Cannon Tax & Accounting
- Location: 2108 South Boulevard, Suite 200, Charlotte, NC 28203
- Phone: (704) 820-8393
- Email: bryan@cannonadvisors.com
- Schedule a consultation: https://calendly.com/bryan_cannon/30min
- Disclosure: Cannon Advisors is an SEC Registered Investment Advisor.

## Wealth Management
- [Our Services](https://www.cannonadvisors.com/our-services): Comprehensive private wealth management services.
- [Investment Philosophy](https://www.cannonadvisors.com/investment-philosophy): The principles that guide how we invest for clients.
- [Investment Strategy](https://www.cannonadvisors.com/investment-strategy): Our active, technical approach to managing and protecting wealth, guided by the Cannon AIQ algorithm alongside our traders.
- [Intelligent Portfolios](https://www.cannonadvisors.com/intelligent-portfolios): Diversified portfolios built and optimized for long-term growth.
- [Retirement Planning](https://www.cannonadvisors.com/retirement-planning): Start or update your retirement plan with our team.
- [When Can I Retire?](https://www.cannonadvisors.com/when-can-i-retire): Find out whether you're on track to retire on your terms.
- [Wealth Management for High-Net-Worth Individuals](https://www.cannonadvisors.com/wealth-management-for-high-net-worth-individuals): Boutique wealth management for individuals and families with $1M+ in liquid net worth.
- [For Physicians](https://www.cannonadvisors.com/for-physicians): Financial planning tailored to the unique needs of physicians.
- [Tax Coordination](https://www.cannonadvisors.com/tax-coordination): Coordinated tax and investment planning that pulls in the same direction.
- [The Roth Conversion Alternative](https://www.cannonadvisors.com/roth-conversion-alternative): A retirement planning strategy that's been a home run for many retirees.
- [PATH — Legacy IRA](https://www.cannonadvisors.com/lira-legacy-ira): A strategy to help preserve and transfer an IRA to the next generation.
- [Get a Second Opinion](https://www.cannonadvisors.com/second-opinion): A no-obligation review of your current financial plan and portfolio.
- [The Cannon Difference](https://www.cannonadvisors.com/discover-why): What sets Cannon Advisors apart from other firms.
- [How We Compare](https://www.cannonadvisors.com/how-we-compare): Why investors move from other advisors to Cannon Advisors.
- [Retirement Unplanned](https://www.cannonadvisors.com/retirement-unplanned): A book by R. Bryan Cannon on planning for the retirement you envision.

## Tax & Accounting (Cannon Tax & Accounting)
- [Tax Services](https://www.cannonadvisors.com/tax-services): Tax planning and preparation from Cannon Tax & Accounting.
- [Accounting Services](https://www.cannonadvisors.com/accounting-services): Accounting and bookkeeping from Cannon Tax & Accounting.
- [Social Security](https://www.cannonadvisors.com/social-security): Resources to help you make the most of your Social Security benefits.
- [Withholding](https://www.cannonadvisors.com/withholding): Tools and guidance for getting your tax withholding right.

## Firm & Team
- [About](https://www.cannonadvisors.com/about): Our history and how our two teams work together for Charlotte families.
- [Meet Our Team](https://www.cannonadvisors.com/team): Advisor and staff bios across both teams.
- [Contact](https://www.cannonadvisors.com/contact): Office location, phone, email, and booking.

## Insights
- [Stock Market Updates](https://www.cannonadvisors.com/blog): Market commentary and analysis from the investment team.
- [Markets 'N5](https://www.cannonadvisors.com/markets-n5): Quick, five-minute market update videos.
- [In The News](https://www.cannonadvisors.com/in-the-news): Cannon Advisors in the media and press.

## Optional
- [Tools](https://www.cannonadvisors.com/tools): Calculators, glossary and tax resources.
- [Useful Links](https://www.cannonadvisors.com/useful-links): Helpful financial links and resources.