CMC Advisors helps individuals, families and business owners secure their financial freedom through personalized, fee only Wealth Management.
As a fiduciary, every decision begins with the Client’s best interest in mind.
Services
Services tailored to each Client’s unique goals.
Investment Approach
Core-Satellite portfolios tailored to each Client.
Financial Planning Tools
Begin securing your financial future.
About CMC Advisors
Courtney is a CERTIFIED FINANCIAL PLANNER®, the standard of excellence for financial planners, and Chartered Market Technician®, demonstrating a mastery of technical analysis and investment risk in portfolio management.
Contact
Let’s start discussing your financial aspiration and securing your financial freedom.
What is a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards.
