Cannon Financial Institute

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Fueled by a team of industry leaders, Cannon is an experience which fosters collaboration and growth. Learn more about us. >

What We Do

Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.

We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
& Design 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise


Frequently Requested Services

Certified Wealth Strategist® >

Corporate Training >

Estate Planning Teleconference Series >

2017 Schools Schedule >

Thought Leadership

Screaming, Shouting, Weeping - aka the Family Is Your Client: Part 3 of 9

Screaming, Shouting, Weeping - aka the Family Is Your Client: Part 3 of 9

A multi-part conversation with Cannon Executive Chairman Phil Buchanan

A few people scream. Others shout. Several weep. Has a calamity just occurred? No. This is the semi-annual meeting of the Jones family. Not their real name but a real family comprised of a patriarch, his third wife, six children, two sons-in-law, and a poodle.

Read More