Why CCM?

We're glad you asked. We offer full financial planning, retirement account planning, insurance, and much more. You get all of these services under one roof with multi-generational advisors. Let us help you plan wisely.

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Trusted by many, focused on you.

$1.3 Billion in assets under administration

With over $1 Billion in assets*, we are here for the long run and to help you pursue your financial goals.

*As of 1/31/2025

9500+ households served

9500+ households* continue to trust CCM to be their partner in bringing them towards financial freedom.

*As of 1/31/2025

ZERO pressure meetings. We mean it.

We only succeed when you succeed. If we do not think you'll be a fit, we will provide you with our opinion on your next steps. Our goal is to get you on your right financial path.

150 Years Combined Experience

We have a team of experienced advisors with an average of 15 years in the industry, providing personalized strategies tailored to your financial goals.

Been here since 1994

Since 1994, we have built our local and national presence. We represent households in 38 states and we have ranked in Louisville Business First as one of the top financial advisory firms in 2018-2024*.

Multi-Generational

We have multi-generational financial professionals for long-term relationships. With over
150 years of combined experiences, we’re not going anywhere.