Adam Mcmillian
Financial planning is as important as investments.
Cannon Wealth Management · Winston-salem, North Carolina
Adam Mcmillian is a fee-only financial advisor at Cannon Wealth Management in Winston-salem, North Carolina. Adam charges a percentage of assets and a flat fee or retainer and focuses on small business owners.
Request an introduction to Adam →
Specialties
Who they serve
- High earners
- Founders
- Early-career professionals
About
As a financial advisor and CEPA®, I help blue-collar entrepreneurs tie business planning and personal/financial goals together, building transferable value today while aligning your life vision. Financial planning equals investments in importance; I provide clarity so you can be intentional with every decision and exit confidently.
Services
- 401(k) & IRA Management
- Alternative Investments
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Social Security Planning
- Wealth Management
Facts
| Firm | Cannon Wealth Management |
|---|---|
| Based in | Winston-salem, North Carolina |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $100M - $500M |
| Firm founded | 2000 |
| Firm size | 6 - 20 employees |
| Investment approach | Active management |
| Website | Cannon-wealth.com |
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Mcmillian a fee-only financial advisor?
Yes. Adam Mcmillian is listed in the public advisor directory (listed as fee-only).
How does Adam charge for financial advice?
Adam charges a percentage of assets and a flat fee or retainer.
Where is Adam Mcmillian based?
Adam Mcmillian is based in Winston-salem, North Carolina.
What does Adam specialize in?
Adam's specialties include small business owners. Adam works with high earners, founders and early-career professionals.
How much does Cannon Wealth Management manage?
Cannon Wealth Management reports $100M - $500M in assets under management.
How do I contact Adam Mcmillian?
Through Adam's website, Cannon-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.