Chantelle L Morman & Company, which operates under the brand name CLM Financial Group, is an independent financial services firm founded by Chantelle L. Morman. The company's mission is to provide comprehensive and tailored financial planning for individuals and families through various life stages. Their services are built around developing long-term client relationships and creating strategies for wealth accumulation, retirement income, and legacy planning. As an independent firm, it provides investment and advisory services through an affiliation with a larger broker-dealer, LPL Financial.

Founded in

United States