About CPM Financial Services

Originated in 1992, CPM Financial Services is an established independent financial planning firm. We deliver comprehensive financial guidance, wealth management, and risk management solutions to families, entrepreneurs, and executives.

We are grateful for our long-term client relationships built on trust and communication. Being independent allows us to work on behalf of our clients without conflict of interest from proprietary products and any other questionable business practices. Upholding our Fiduciary responsibility to You is our top priority. We are committed to providing our clients with objective and personalized financial advice, exceptional client service, and an open product architecture investment platform for competitive consideration.