Dakota
Dakota
Book a Demo
Talk to an Expert

Cunningham Financial Group

EST. AUM
$200,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Birmingham
CRD Number
Website n
Client types

Overview

Cunningham Financial Group is an independent financial advisory firm based near Birmingham, Alabama, operating through Cetera's Summit Financial Networks community. The firm is led by Managing Partner Jonathan Cunningham, RFC®, alongside financial advisors Brian Walsh, CFP® and Josh Little, CPA. The team provides investment management, financial planning, and tax-aware guidance to individuals and families across a wide range of life stages and wealth levels, emphasizing personalized advice and flexibility over a predetermined model. The firm joined Cetera in March 2026 to support its next phase of growth, with a long-term goal of expanding its practice through referrals and strategic acquisitions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy