Some people think bigger is better.
We think better is bigger.
$1 Billion+ in Assets Under AdministrationWith over $1 Billion in assets*, we are here for the long run and to help you pursue your financial goals.
*As of 5/21/2024 |
9500+ households served9500+ households* continue to trust CCM to be their partner in bringing them towards financial freedom.
*As of 5/21/2024 |
ZERO pressure meetings.
|
What We Do:
|
|
|
3 Takeaways About CCM
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.
|
We have multi-generational financial professionals for long-term relationships. With over
150 years of combined experiences, we’re not going anywhere. |
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.
|
Three options to get in touch with us to start your first steps towards financial freedom.
|
|
|
*The Louisville Business First Financial Advisory Firm list ranking is based on several factors including number of local financial advisors, local employment, and assets under management as of July 1, 2022. No fees were paid in exchange for inclusion on the list. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
