CMC Financial

CMC Financial is a Birmingham, Alabama-based financial planning firm dedicated to helping individuals and families build secure futures through comprehensive financial strategies. We specialize in bringing together all the essential pieces of a client’s financial puzzle – encompassing cash management, tax planning, insurance, investments, estate planning, and more – to create a cohesive and adaptable roadmap for long-term success. Founded by Jim Sumpter and Andy Graffeo, CMC Financial combines decades of combined financial expertise with a client-centric approach, prioritizing personalized service and ongoing support. We’re more than just a financial advisor; we’re a lifelong partner committed to helping our clients navigate life’s financial challenges and achieve their goals. Our StrongHer Money® program empowers women to take control of their financial well-being, offering tailored guidance and resources. With a team of experienced professionals and a commitment to continuous learning, CMC Financial provides the clarity and confidence you need to confidently manage your financial future.