A complete list of active advisors currently associated with CM Financial Advisors, LLC

Warmer can help you find a great advisor at CM Financial Advisors, LLC or one who fits your needs even better.

CM Financial Advisors, LLC provides investment management and personal financial planning to a mix of individual clients, businesses, trusts, estates, not-for-profit organizations and retirement plans. The firm manages roughly $48 million in client assets and operates on a fee-only basis, typically using percentage-of-assets billing for advisory services. Investment programs are tailored to each client’s goals, objectives and risk tolerance, with individual investments selected after analysis of fundamentals such as historical performance, expense ratios and manager quality. Proposed investments are reviewed with and approved by clients prior to implementation, although clients may grant the firm discretionary trading authority if they choose. The firm is atypical among peers in its close affiliation with an accounting firm and a mortgage brokerage; the principals are licensed CPAs who allocate time between accounting and advisory activities and report that the affiliated firms do not share compensation for referrals. CM Financial also does not list high‑net‑worth individuals as a client segment, indicating a primary focus on non‑HNW individuals and smaller institutional clients rather than a concentrated HNW clientele.

To learn more about the advisors currently working at CM Financial Advisors, 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.