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The Cunningham group

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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Founded in 1989 by John and Carlotta Cunningham, The Cunningham Group was established to
meet the critical need for objective, high-integrity financial advice in Colorado’s underserved
rural communities. With a steadfast commitment to service and transparency, the firm quickly
became a trusted resource for individuals, families, and businesses seeking sound financial
direction.

Today, The Cunningham Group remains a family-owned firm, with offices in CO, TX, AZ, and
CA continuing the legacy of personalized service and unwavering client advocacy. Our approach
blends the relational values that built our firm with the power of advanced technologies. By
integrating artificial intelligence and data-driven analytics into our planning process, we aim to enhance
decision-making, uncover opportunities, and provide our clients with a high level of insight.

We do more than manage wealth—we build enduring partnerships. With every strategy we
design, every plan we execute, and every goal we help achieve, our team remains dedicated to
exceeding expectations through thoughtful guidance, modern tools, and a relentless work ethic.

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From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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Our Clients

From young professionals just starting out to seasoned investors looking to optimize their portfolios, we offer customized strategies to meet the unique financial needs of every client.

Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Families

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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