Cannon Advisors is a Charlotte, North Carolina-based SEC-registered investment adviser serving individuals, families, and business owners. The firm helps clients plan for retirement, business transitions, and other financial goals through personalized wealth management and retirement planning. Its services include investment strategy, portfolio guidance, retirement readiness planning, second opinions, and support with decisions such as Roth conversions.

Cannon Advisors also highlights coordination between wealth management and tax and accounting expertise, aiming to help clients consider how investment decisions and tax planning relate. These services are provided by two separate, independently operated entities: Cannon Advisors and Cannon Tax & Accounting. Client information is not shared between them without prior approval, and the entities do not share revenue or compensate one another for referrals.

The firm’s approach begins by understanding a client’s current financial position, clarifying their goals, and developing a plan to pursue them. Cannon Advisors is based at 2108 South Boulevard, Suite 200, in Charlotte and offers prospective clients the opportunity to book a call.