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

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.

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.

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.

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.

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, CFP, AIF
502.420.9912
scott@ccmresource.com​

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.
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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