CUMBIE ADVISORY SERVICES

Cumbie Advisory Services is a boutique professional services firm. The CASI team is dedicated to providing high-touch personal financial planning, investment management consulting, and Heritage Design services in a manner tailored to fit discerning individual clients and their families' situations and preferences. They are active supporters of personal financial planning as a value-adding process and of the emergence of a bona fide new profession from the larger financial services industry.

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