SERVICES
We are your one-stop financial shop.
Investments
We are a full financial services firm that can guide you through the many options available in investing. We don't have a one-size fits all approach. Our advisors match your goals and situation to the best financial solution.
Retirement
Our advisors are here to assist you in navigating your financial landscape during retirement. Safeguarding your assets from volatility is crucial as you enjoy your well-deserved years from work. We are ready to support you in this process.
Insurance
Looking for peace of mind? Our insurance products have you covered from long-term care to life insurance, disability, and annuities—plus, we’ll help you navigate Medicare and Security benefits. With us, you’re not just insured; you’re empowered!
Trusted by many, focused on you.
$1.3 Billion
9500+ households served
0
pressure meetings
in assets under administration
As of 01/31/25
in over 38 states
As of 01/31/25
means we only work with you if we think it'll be a good fit
ABOUT CCM
Guiding your finances, growing your future.
Since 1994, we’ve been helping clients turn financial goals into reality—without the jargon or high-pressure sales. With a presence in 38 states and recognition as one of Louisville Business First’s top financial advisory firms (2018–2024)*, we’re proud to be both local and national. Our multi-generational team brings over 150 years of combined experience, ensuring stability and long-term relationships that grow with you. Need more than just financial planning? We’ve got connections—attorneys, CPAs, insurance experts—making us your one-stop shop for a well-rounded financial future.
TESTIMONIALS
CONTACT CCM
Let’s Work Together
10503 Timberwood Circle, Suite 205
Louisville, KY 40223
Tel: 502.420.9912