Our Firm
The Cumberland Financial Group, LLC, is full-service financial planning and wealth management firm dedicated to helping clients build wealth while protecting their hard-earned assets. Because the firm is completely independent, our loyalty belongs exclusively to our clients.
This independence enables us to establish working relationships with many industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs. When appropriate we employ fee-only wealth management resources.
The firm’s principals, Charlie and Mary Smith, each enjoy a distinguished professional career in the financial services industry. They have over 76 years of combined industry experience.
Charlie is a Chartered Financial Consultant and Investment Advisor Representative affiliated with Questar Asset Management, a Registered Investment Advisor Firm located in Minneapolis, Minnesota.
Mary is a Certified Insurance Counselor offering affordable health insurance solutions for individuals and small businesses. Through her affiliation with America’s leading health insurance companies Mary assists clients in navigating the complex product choices they face when acquiring appropriate health insurance.
Jennifer Anderson, Executive Assistant, manages the firm’s administrative and operational process. Jennifer is a 2004 graduate of the University of Nebraska and is a licensed insurance agent.
For more information about our firm and its services, contact us today.
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