Financial Planning to help secure your future.
Investments | Retirement | Insurance
Why CCM? We're glad you asked.
$1 Billion+ in managed assetsWith over $1 Billion in assets*, we are here for the long run and to help you pursue your financial goals.
*As of 11/29/2022 |
9500+ households served9500+ households* continue to trust CCM to be their partner in bringing them towards financial freedom.
*As of 11/29/2022 |
ZERO pressure meetings. We mean it.We only succeed when you succeed. If we do not think you'll be a fit, we will provide you with our opinion on your next steps. Our goal is to get you on your right financial path.
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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 experience and a support team to aid you at any time, we can help set your future up for success.
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With our combined experience averaging 25 years each, we have the knowledge to push your financial goals forward.
The important things.
Client BenefitsMore Than Financial Products... A Lot More: What separates us from the others is our commitment to deliver customized advice and solutions for our clients.
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Our TeamYou aren't alone, you have an entire team to help you throughout the process. See some of the backgrounds and experience of our team by clicking below.
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Our ServicesTo 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.
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We offer solutions to cover whatever life throws at you.
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Find Your Financial Professional
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Simply fill out your information and we'll have one of our experienced financial professionals reach out to you to schedule an appointment.
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Some people think bigger is better.
We think better is bigger.
Our Founders
Scott Richardson, CFP, AIF
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Joe Norris
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