CM Wealth Advisors LLC

Nicholas Evans is a financial advisor at CM Wealth Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Golden Reserve, LLC. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team including accounting and investment professionals and manages both individual accounts and certain client entities such as private pooled investment vehicles.

Amy Lorius is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CM Wealth Advisors LLC since 2020. She previously worked at Key Private Bank for ten years. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm’s multidisciplinary team, which includes credentialed accounting and investment professionals, manages investment strategy and oversight and also provides trustee and managing-member services for certain client entities.

Benjamin Wallace is a CFA® charterholder with eight years at CM Wealth Advisors LLC and five years at RMS Investment Group LLC, totaling 13 years of industry experience. He is based in Beachwood, OH. CM Wealth Advisors LLC serves high-net-worth individuals, families, and foundations with comprehensive wealth management, estate and tax planning, and portfolio management. The firm employs a core growth equity model balanced with fixed-income and alternative investments, utilizing a manager-of-managers structure and focusing on asset allocation, diversification, and access to less-efficient markets through pooled investment vehicles.

Aileen Bost is a CFP® professional at CM Wealth Advisors LLC with 7 years of industry experience. She has been with CM Wealth Advisors since 2014. The firm provides comprehensive wealth management, investment advisory, and business consulting services primarily to high-net-worth individuals, families, and foundations. CM Wealth Advisors employs a manager-of-managers investment approach focused on growth equity balanced with fixed income and alternative investments.

Douglas Smorag is a financial advisor at CM Wealth Advisors LLC with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 1998, he has been affiliated with Clanco Management/CM Wealth Advisors. CM Wealth Advisors LLC provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, families, and foundations. The firm employs a manager-of-managers investment approach focused on growth equity, fixed income, and alternative investments, and is known for its origins as a single-family office and its use of pooled investment vehicles for private equity and alternative strategies.