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Why CCM? We've Been Earning That Answer Since 1994.

We're glad you asked. We offer full financial planning, retirement account planning, insurance, and much more. You get all of these services under one roof with multi-generational advisors. Let us help you plan wisely.

Trusted by many, focused on you.

$1.5 Billion+ in assets under management

With over $1 Billion in assets*, we are here for the long run and to help you pursue your financial goals.

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*As of 1/14/2026

9500+ households served

9500+ households* continue to trust CCM to be their partner in bringing them towards financial freedom.

*As of 1/31/2025

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.

150 Years Combined Experience

We have a team of experienced advisors with an average of 15 years in the industry, providing personalized strategies tailored to your financial goals.

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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 2018-2025*.

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.

Address

10503 Timberwood Circle, Suite 205, Louisville, KY 40223

Schedule A Complimentary Consultation

Email Us ->

Phone

502.420.9912

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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 

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*2025 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.

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*2026 Best Places to Work in Greater Louisville issued by Louisville Business First.  Eligibility is limited to organizations with at least 10 full‑time or part‑time permanent W‑2 employees (excluding owners or partners) located in Jefferson, Bullitt, Oldham, or Shelby counties in Kentucky, or Floyd, Clark, or Harrison counties in Indiana; remote employees must report to a physical office in one of these counties and may not participate in another region’s contest. To be considered a Best Place to Work, companies must complete a nomination form and pay a $250 nomination fee ($300 beginning January 2, 2026), register with Quantum Workplace when prompted in late February, and conduct an employee survey by March 6, 2026. All nominated companies receive an Overview Report summarizing survey results, regardless of finalist status, and Louisville Business First recognizes finalists and announces top companies in late spring, with leading organizations profiled in the publication. 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 any financial professional by any client. No compensation was provided directly or indirectly by the recipient for in connection with obtaining or using the third-party rating or award.

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10503 Timberwood Circle, Suite 205, Louisville, KY 40223

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