A complete list of active advisors currently associated with CFM Wealth Partners LLC

Warmer can help you find a great advisor at CFM Wealth Partners LLC or one who fits your needs even better.

CFM Wealth Partners LLC provides advisory services to individuals (including high net worth clients), trusts, estates, charitable organizations, businesses and retirement plans. Its service offering includes discretionary investment management, financial planning and retirement-plan advisory services, and the firm may serve as an ERISA fiduciary for plan engagements. The firm builds customized, primarily long-term portfolios using mutual funds and ETFs and, when appropriate, individual stocks, bonds, margin positions and select private investments, applying both fundamental and technical analysis. CFM emphasizes ongoing client communication and internal due diligence — including written research on its largest holdings — and will rebalance or execute shorter-term trades as client objectives or market conditions require. CFM manages roughly $886 million in discretionary assets, an asset base that is large relative to many peer team firms and indicative of an unusually high level of assets under management for the firm’s size. The firm maintains an institutional relationship with Raymond James that provides custody, trading, platform and research support; CFM discloses this arrangement and the potential conflict it creates as part of its custody and brokerage disclosures.

To learn more about the advisors currently working at CFM Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.