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Our Qualifications

We at Cumberland Financial have been working with individuals and businesses in the area since 1991. Our practice is built on integrity, relationships, and communication.

While we offer services in wealth management, taxes & accounting, we have found that rather than compartmentalize your financial picture, it is most advantageous to examine and advise you on how each impacts the other.

Our staff has extensive personal and professional experience. We work hard to stay current on tax law changes while following the fluctuations in the market. Much like you, we want to protect and secure our families and businesses.

We are dedicated to developing lasting relationships with our clients and prioritize getting to know them individually. As a result, we are honored to serve a number of multi- generational families.

Our advisors strive to provide clear, concise explanations so you leave our office with a clear understanding of the topics discussed.

We are looking forward to using our expertise to help you define, pursue, and achieve your financial goals, meet your tax obligations and help your business thrive.

*These services are offered by Richard Nixon, Carey Green, and Gary Pike through their affiliation with Cambridge Investment Research.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 678.581.3292