Independent.

Fiduciary.

Fee-Only.

Preview Our Planning Experience

Sample Financial Plan

Sample Progress Review

The Core Pieces of Financial Planning

Our investment philosophy centers on strategic asset allocation, minimizing risk while maximizing growth potential. We prioritize cost efficiency and clarity, ensuring your portfolio is impactful without unnecessary overlap.

Navigating the noise of the market can be confusing and overwhelming but with CMC, you don’t have to go at it alone. Let us save you the stress and time, so you can focus on what you truly enjoy. We’re here to help you make smart decisions and keep your investments on track, together.

As a fiduciary, our job is to make investment decisions that are in your best interest. This means ignoring the daily headlines and sticking with evidence-based solutions.

Taxes can significantly impact your wealth, but strategic planning can help mitigate their effect. By exploring various avenues to optimize your tax situation, we aim to enhance your financial efficiency.

Our focus is on helping you retain more of your earnings, allowing you to concentrate on growing and enjoying your wealth.

Asset Location
Tax Loss Harvesting
Coordinate Retirement Income Sources
Analyze Tax Returns
Roth IRA Conversions
Charitable Giving & more

Estate planning is about ensuring your legacy is preserved and your wishes are honored. While we don't draft legal documents, we provide clarity on the estate planning process, helping you understand which documents you need and when.

From offering clarity on your trust to coordinating with legal professionals, we're here to guide you in making informed decisions that align with your goals and values.

A personalized financial planning dashboard with clear visuals and organized accounts, this tool is continually updated to reflect your progress.

We'll ensure that any recommendations we make are seamlessly integrated into your plan, keeping you informed and on track toward your financial goals.