Get in Touch

Accessibility, acknowledgment, and answers define our style of exemplary client service. If we aren’t available for immediate and comprehensive answers to your questions, we will always respond, even if only to confirm we have received your message. We honor your time and recognize the importance of prioritizing your desire to talk with us. If you are ready to start your financial planning or are dissatisfied with your current situation, we invite you to schedule a time to meet us. We look forward to exploring the opportunity to work together to prioritize your financial goals.

Need a Speaker?

Brian has extensive experience as a keynote speaker, providing engaging and educational presentations to organizations and professional groups. He offers this as a complimentary service, endeavoring to enhance the audiences’ financial planning knowledge on topics of particular relevance.

PHONE 843.213.1819
FAX 843.213.1860

1039 44th Ave North
Suite 103
Myrtle Beach
South Carolina 29577

 

 “There is nothing more professionally and personally fulfilling than watching my clients achieve their objectives, whether it’s buying a home, paying for their child’s education, or traveling around the world during their retirement.”

/  BRIAN CUNNINGHAM, CFP® /

 

 “Our clients very quickly become our friends. We enjoy learning about their lives and meeting their families. It’s such a joy to watch their children grow and share in their special milestones.”

/  MARIA LUISA WINKELRIED, DIRECTOR OF CLIENT RELATIONS   /