Hunter Cloud is a Wealth Advisor at Beyond Wealth Partners, a specialized financial planning practice powered by Savvy. As a dually qualified Certified Public Accountant (CPA) and Certified Financial Planner™, Hunter serves as a technical lead for the firm’s tax optimization and executive compensation strategies, focusing on high-impact, proactive planning for Procter & Gamble (P&G) employees and business owners.
Hunter’s approach to wealth management is rooted in his background in public accounting. Hunter began his professional career as an accountant with RFH, PLLC. During his three years in public accounting, he earned his CPA designation and developed a rigorous foundation in tax compliance. Driven by a desire to provide proactive, long-term value beyond annual tax filings, he transitioned into the wealth management sector.
Before joining Beyond Wealth Partners, Hunter spent 6.5 years as an advisor with Mariner Wealth Advisors. During this tenure, he specialized in the P&G niche, refining his expertise in identifying "controllable" financial variables—optimizing cash flow, reducing lifetime tax liabilities, and streamlining complex executive compensation packages. At Beyond Wealth, he leverages this combined background in accounting and wealth management to deliver precision-based financial planning for corporate executives and retirees.
His commitment to the profession was deeply influenced by the 2008 financial crisis, during which he witnessed the profound personal and financial strain experienced by those without a robust long-term plan. This experience instilled in him a serious sense of responsibility for his clients’ net worth and a dedication to guiding them through all life’s transitions with clarity and precision.
Hunter obtained his Bachelor’s degree in Accounting and Finance from Transylvania University, located in Lexington, Kentucky. In 2018, he achieved his Certified Public Accountant (CPA) designation, followed by his CFP® certification from the CFP Board in 2020.
Based in Kentucky, Hunter is an extrovert who thrives on the collaborative nature of the advisory-client relationship. He views the act of receiving a referral as the highest mark of success, signifying a level of trust that extends to his clients' closest friends and family members.
Hunter is deeply committed to community service and currently serves as the Treasurer of the Board for the Roaring Brook Foundation (formerly the Children's Charity of the Bluegrass) in Lexington, KY. Through this role, he helps lead the organization’s mission to provide support and resources to underprivileged individuals struggling with addiction.
Outside of his professional and board responsibilities, Hunter remains an active member of his community, valuing the diverse perspectives he encounters through his work and personal network. His focus remains on providing a seamless, friction-free experience for the families he serves, striving to align their financial decisions with their most ambitious long-term goals.