Independent, Client-Centric Retirement Planning & Portfolio Management
CMC Advisors helps individuals and families achieve financial freedom through personalized retirement planning and active portfolio management.
We take the time to understand your unique goals, leverage technology to model your highest probability of success, and apply active management to balance income needs with portfolio longevity — all in a tax-efficient manner.
By managing our Client load, we deliver high-touch, customized financial planning and portfolio oversight. Unlike many firms that rely heavily on automation, we maintain thoughtful manual processes where it matters most — allowing us to identify opportunities for outperformance, make nuanced adjustments, and provide a truly tailored experience.
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.
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 Courtney, founder of 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
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