Commonwealth Capital Management - Financial Planning

COVID-19 Update: All CCM Locations are operating under normal circumstances + are following increased sanitization practices.

Louisville Retirement Planning Classes - Book your session before it fills up!

Financial Planning

What does your financial pathway look like?

We know creating a financially secure future can be a little intimidating, that's why we're here to help you through this process. With a plethora of expertise and a support team to help guide you at any time, we set your future up for success.

With our combined experience averaging 25 years each, we have the knowledge to push your financial goals forward.

The important things.

Retirement Planning

Client Benefits

More Than Financial Products... A Lot More: What separates us from the others is our commitment to deliver customized advice and solutions for our clients.

See Our Benefits

Financial Planner

Our Team

You aren't alone, you have an entire team to help you throughout the process. See some of the backgrounds and expertise of our team by clicking below.

Financial Planner Louisville

Our Services

To help meet the needs of our clients, we offer a complete suite of investments, retirement and insurance solutions. Odds are, we have the offering you're looking for.

We offer solutions to cover whatever life throws at you.

Investments

Retirement

Insurance

Find Your Financial Advisor

Simply fill out your information and we'll have one of our experienced financial advisors reach out to you to schedule an appointment.

Some people think bigger is better.
We think better is bigger.

Our Founders

Scott Richardson

Scott Richardson, CFP, AIF
502.420.9912
scott@ccmresource.com

Joe Norris

Joe Norris
502.420.9912
jnorris@ccmresource.com

Check the background of your financial professional on FINRA's BrokerCheck.

Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Policy | Order Routing Disclosure

Come see us or give us a ring!

10345 Linn Station Road, Suite 200
Louisville, KY 40223
Office: 502.420.9912
Fax: 502.420.9913

Check the background of this firm on FINRA BrokerCheck