Cloud Financial, Inc. and its affiliated firm, Cloud Investments, LLC, are fee-only, fiduciary wealth management firms based in Huntsville, Alabama. Founded in 2001 by Don Cloud, the firm specializes in providing comprehensive financial planning services to individuals and families, particularly those approaching or in retirement. Their mission is to simplify retirement planning through a holistic approach that encompasses income planning, tax strategies, legacy planning, Social Security maximization, and investment management .

As fiduciaries, Cloud Financial and Cloud Investments prioritize their clients’ best interests, offering transparent, commission-free advice. The team includes experienced professionals such as Charlie Harriman, CEP®, Senior Vice President and Wealth Advisor; Germi Cloud, NSSA®, CRPC®, Vice President and Wealth Advisor; and Aaron Howard, CFP®, ChFC®, Wealth Advisor .

The firm operates from its headquarters at 200 Clinton Avenue West, Suite 1020, Huntsville, AL 35801, with additional offices in Florence and Gadsden, Alabama. They offer complimentary consultations to prospective clients seeking personalized financial guidance .