Founded in 1989 by John and Carlotta Cunningham, The Cunningham Group was built to provide objective, high-integrity financial guidance—serving individuals, families, and business owners with a strong focus on retirement readiness and long-term financial security. What began in Colorado’s underserved rural communities has grown into a trusted, family-owned firm rooted in service, transparency, and client advocacy.

Today, The Cunningham Group operates offices in Colorado, Texas, Arizona, and California, continuing its legacy of personalized service while embracing modern planning tools. We specialize in comprehensive retirement planning, helping clients transition confidently from accumulation to distribution through thoughtful income planning, tax-aware strategies, risk management, and legacy considerations.

Our approach blends relationship-driven advice with advanced technology, artificial intelligence, and data-driven analytics to enhance decision-making and uncover opportunities—ensuring each retirement plan is designed to be resilient, adaptable, and aligned with our clients’ goals.

We do more than manage assets—we build enduring retirement strategies and long-term partnerships. Every plan we design is guided by clarity, discipline, and a commitment to delivering dependable income and peace of mind throughout retirement.

The Cunningham Group

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The Cunningham Group

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