Cm Wealth Advisors LLC

CM Wealth Advisors LLC is a financial advisory firm based in Beachwood, Ohio. The firm was established in [Year Established]. The team includes experienced professionals such as Paul A. Bodnar, the Chief Investment Officer, Neal B. Colby, the Chief Financial Officer and Chief Compliance Officer, John E. Kohl, a Senior Consultant, Amy R. Lorius, a Senior Client Service Director, R. Douglas McCreery, the Manager and Chief Executive Officer, Benjamin E. Wallace, the Director of Investments, Aileen P. Werklund, the Chief Client Officer and Director of Human Resources, James W. Wert, a Senior Client Adviser. The advisors at CM Wealth Advisors LLC have diverse educational backgrounds and certifications, including Certified Financial Planner (CFP)™, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Personal Financial Specialist (PFS). The team is committed to high ethical standards and follows the CFP Board’s Standards of Professional Conduct, ensuring that financial planning services are provided in the best interests of clients. The firm offers a range of services, including investment management and financial planning. Clients have the opportunity to work with experienced professionals who adhere to strict ethical guidelines and have expertise in various financial areas. For more information, please contact the Compliance Department at 216-831-9667.