A complete list of active advisors currently associated with CMC Financial Group, LLC

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

CMC Financial Group, LLC provides portfolio management, financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm manages roughly $119 million in client assets across discretionary and non‑discretionary accounts and does not impose an account minimum. The firm’s investment approach combines charting, cyclical, fundamental, quantitative and technical analysis and employs both long‑term and short‑term trading; it most often recommends ETFs (including precious‑metal ETFs) and may use TIPS, annuities, and other fixed‑income and equity instruments as appropriate. CMCFG typically seeks discretionary authority, documents client risk through software‑generated assessments, and conducts at least monthly portfolio reviews. A less common feature for a firm of its size is that CMCFG may recommend and provide advisory services through wrap‑fee arrangements, noting that wrap accounts are not managed differently from non‑wrap accounts. The firm also discloses that some service providers it uses include AI/machine‑learning components and describes periodic due diligence to address AI‑related data and security risks, and it documents due diligence when recommending third‑party advisers.

To learn more about the advisors currently working at CMC Financial Group, 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.