Our Core Beliefs
CMH Wealth Management holds a core belief that customized asset allocation strategies best blend the goals of both protecting and growing wealth for investors over time.
As an independent investment advisor, we focus on choosing the best and most suitable investments and service providers for our clients. We receive no fees or commissions for any recommended securities or services.
Our fee is based only on Asset Under Management (AUM). With no other fees accepted, we are able to maintain independence and objectivity, properly aligning our interests with the interests of our clients.
CMH Wealth believes in transparency, clarity, and full disclosure with our clients. As a Registered Investment Advisor, we file annual, public disclosures with the Securities and Exchange Commission (SEC). This includes the annual SEC Form ADV, which details our investment process and financial services.