Every member of CFM Wealth Partners is a fiduciary. Simply put, we make decisions with your benefit at the top of mind. Our fee-only approach eliminates conflict of interest and provides a business model that allows us to offer advice and guidance that is rooted in trust and transparency.
Planning First
We spend significant time understanding and documenting your goals and how you want your assets to behave. Then we work together to design a plan that aligns with those stated goals. The plan removes the tendency to make emotional decisions with your investments. Allowing emotion to creep into the investment process, in good markets and bad, can have serious long-term negative repercussions on the success of your investment portfolio. A disciplined and thoughtful approach, however, can offer calm and security in all market conditions.
Experience Drives Our Advice
Malcolm Cooper started his advisory career in 1964. Malcolm and Jolynn Free began their partnership in 1980. Lisa Maas joined them in 1990. Then came Edward Moody, who has been a partner since 2004.
Tailoring Strategies to Each Individual Client
We don’t design model portfolios or believe in a cookie-cutter approach to portfolio management. Each client has a specific goal and risk tolerance, thus allocations are structured for each unique situation.
The Long-Term Investor Has the Advantage
Many investors believe the market gives an advantage to traders and high-profile investment managers. The opposite is true. Long-term investors hold the edge because history proves that the longer the investment time frame, the higher the odds of success.
Defining Success – The successful investor is one who knows what they own and why. The alignment of our compensation to our clients’ success insures a consistent, transparent, and productive relationship.
