Financial Planning That Puts You First
Your financial plan should reflect your life—not a template. That’s why we take the time to understand what matters most to you and build strategies designed around your unique goals. With clear guidance and trusted advice, we help you make confident decisions today while keeping the future in focus. No cookie-cutter solutions, just personalized planning.
Financial Planning, Investments & Retirement Services by Commonwealth Capital Management
SERVICES
We are your one-stop financial shop.
Investments
We are a comprehensive financial services firm that can guide you through the many options available in investing. We don't have a one-size fits all approach. Our advisors match your goals and unique situation with the best financial solution.
Insurance
Looking for peace of mind? Our insurance products have you covered from long-term care to life insurance, disability, and annuities—plus, we’ll help you navigate Medicare and Social Security benefits. With us, you’re not just insured; you’re empowered!
Been here since 1994
Since 1994, we have built our local and national presence. We represent households in 38 states and we have ranked in Louisville Business First as one of the top financial advisory firms in 2018-2024*.
Multi-Generational
We have multi-generational financial professionals for long-term relationships. With over
150 years of combined experiences, we’re not going anywhere.
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Not just financial planning
We can connect you with outside services available to us, giving you a one-stop shop. Attorneys, CPAs, personal insurance; you name it, we got it.
Smart Advice, No Matter Where You Start
No matter your age, career stage, or account balance, meeting with an advisor can make a difference. Whether you’re just starting out, growing your wealth, or preparing for retirement, the right guidance helps you move forward with clarity. At CCM, we offer a complimentary consultation to get to know you, understand your goals, and show how personalized planning can support every chapter of your financial journey.
Trusted by many, focused on you.
$1.3 Billion
9500+ households served
0
pressure meetings
in assets under management
As of 01/31/25
in over 38 states
As of 01/31/25
means we only work with you if we think it'll be a good fit
ABOUT CCM
Guiding your finances, growing your future.
Since 1994, CCM has helped individuals and families align their finances with their goals in a clear, practical way. Today, we work with clients across 38 states and have been named one of Louisville Business First’s top financial advisory firms every year from 2018–2024*. Our team spans multiple generations and brings together more than 150 years of combined experience, offering both continuity and perspective for the long term. In addition to financial planning, we collaborate with a network of attorneys, CPAs, and insurance specialists, giving clients access to a full range of resources for helping build and protect their financial future.
Guidance starts here.
Complete the form below and we’ll reach out to learn more about your goals and how we can help.
Address
10503 Timberwood Circle, Suite 205, Louisville, KY 40223
Phone
502.420.9912
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. 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 Wealth Services, LLC 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures.
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.
Important Disclosures & Form CRS | Business Continuity
*2024 Louisville’s Financial Advisory Firms Ranked by local financial advisers issued by Louisville Business First. Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.