We understand that your situation is unique. Our knowledge and experience in the financial industry can help provide solutions that serve and protect your financial needs.

As an investment advisory representative, Michael Cudlipp does a thorough analysis of your financial situation, including risk tolerance and liquidity needs, to help him determine the best investment plan to achieve your short-term and long-term goals.

We got into this business because we like to help people. Whether you are a young investor looking to grow, a retiree looking for wealth preservation and income, or anything in between, we can help you and your family reach your vision of financial success.


Michael Cudlipp is a Registered Principal offering advisory services though Cudlipp Advisor Services, LLC. and securities through United Planners Financial Services, Member: FINRA, SIPC. Cudlipp Financial Services, Inc., Cudlipp Advisor Services, LLC and United Planners are independent companies.