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CMC Financial, LLC

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Birmingham, AL
CMC Financial, LLC

At CMC Financial, we can offer you the insight, experience, and passion you need to create, execute, and adjust your lifelong financial plan.

CMC Financial Jim Sumpter and Andy Graffeo brought their combined financial planning, tax strategies and investment expertise together to fortify your financial experience from every angle. All the Financial Expertise You Need Under One Roof. Put Your Financial Puzzle in Two Pairs of Good Hands. We believe putting the pieces of your financial puzzle together should be a streamlined, simple, and ev

en enjoyable experience. This is why we’ve made a concerted effort to bring all the services you need to create and execute a comprehensive plan under one roof. We want to be your one-stop shop for all your financial planning needs:

Cash Flow
Investment Planning
Trust and Estate Services
Tax Planning
Insurance Strategies
Education Funding
Giving Strategies
Business Retirement and Succession Planning
Retirement Planning
Long-term Care Planning

𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘣𝘺 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘊𝘭𝘪𝘦𝘯𝘵 𝘚𝘦𝘳𝘷𝘪𝘤𝘦𝘴. 𝘔𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈 / 𝘚𝘐𝘗𝘊. 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘣𝘺 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦𝘴 𝘰𝘧 𝘙𝘍𝘎 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺, 𝘓𝘓𝘊 ("𝘙𝘍𝘎 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺" 𝘰𝘳 "𝘙𝘍𝘎") 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘊𝘭𝘪𝘦𝘯𝘵 𝘚𝘦𝘳𝘷𝘪𝘤𝘦𝘴, 𝘊𝘔𝘊 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘯𝘥 𝘙𝘍𝘎 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘳𝘦 𝘶𝘯𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘦𝘯𝘵𝘪𝘵𝘪𝘦𝘴. 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘰𝘯𝘭𝘺 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘰 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘰𝘳 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘸𝘩𝘦𝘳𝘦 𝘙𝘍𝘎 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘯𝘥 𝘪𝘵𝘴 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦𝘴 𝘢𝘳𝘦 𝘱𝘳𝘰𝘱𝘦𝘳𝘭𝘺 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘰𝘳 𝘦𝘹𝘦𝘮𝘱𝘵 𝘧𝘳𝘰𝘮 𝘭𝘪𝘤𝘦𝘯𝘴𝘶𝘳𝘦. 𝘕𝘰 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘮𝘢𝘺 𝘣𝘦 𝘳𝘦𝘯𝘥𝘦𝘳𝘦𝘥 𝘣𝘺 𝘙𝘍𝘎 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘶𝘯𝘭𝘦𝘴𝘴 𝘢 𝘤𝘭𝘪𝘦𝘯𝘵 𝘢𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵 𝘪𝘴 𝘪𝘯 𝘱𝘭𝘢𝘤𝘦.

04/30/2026

The investment landscape is evolving rapidly.
From geopolitical shifts to the impact of artificial intelligence, investors are navigating a very different market environment than just a few years ago.
On May 12, we’ll host a special dinner discussion featuring:
Reed Nitto (First Trust)
Nick Kleinhenz (PIMCO)
Topic:
What’s Next: Positioning Portfolios for Opportunity
📍 Perry's Steakhouse & Grille
⏰ 6:00 PM
We look forward to a thoughtful conversation about the opportunities ahead.
Please RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

04/23/2026

What’s next for markets?
Join us for dinner and discussion with:
Reed Nitto — First Trust
Nick Kleinhenz — PIMCO
📅 May 12
⏰ 6 PM
📍 Perry's Steakhouse & Grille
Birmingham, AL
We’ll be covering global events, elections, AI, and what it all may mean for investors.
Seats are limited.
RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

04/16/2026

One of our favorite parts of what we do is bringing great minds together for great conversations.
On May 12, we’ll host a special dinner event with:
Reed Nitto (First Trust)
Nick Kleinhenz (PIMCO)
We’ll discuss:
What’s Next: Positioning Portfolios for Opportunity
Navigating Global Events, U.S. Elections, and the Rise of AI
📍 Perry's Steakhouse & Grille
⏰ 6 PM
If you’d like to join us, we would love to see you there.
Please RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

04/09/2026

Many investors are wondering how current events could influence markets.
Topics like:
• Global economic shifts
• U.S. elections and policy changes
• Artificial intelligence and technological disruption
• Portfolio positioning in uncertain markets
We’ll be discussing all of this at our upcoming dinner event featuring:
Reed Nitto — First Trust
Nick Kleinhenz — PIMCO
📅 May 12
⏰ 6 PM
📍 Perry's Steakhouse & Grille
Birmingham, AL
Join us for an engaging evening of insight and conversation.
Please RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

04/02/2026

Join us for an evening of insight and conversation.
CMC Financial is hosting a special dinner event featuring guest speakers Reed Nitto (First Trust) and Nick Kleinhenz (PIMCO).
Together we’ll explore:
• Global market developments
• The impact of U.S. elections on markets
• The rise of artificial intelligence and investing
• How investors may position portfolios moving forward
What’s Next: Positioning Portfolios for Opportunity
Navigating Global Events, U.S. Elections, and the Rise of AI
📅 May 12
⏰ 6:00 PM
📍 Perry's Steakhouse & Grille
4 Perimeter Park S
Birmingham, AL
Dinner will be served. Seating is limited.
Please RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

03/26/2026

Markets are changing fast.
Global events, political shifts, and artificial intelligence are all shaping the investment landscape.
So the question investors are asking is simple:
What’s next?
Join us May 12 as Reed Nitto (First Trust) and Nick Kleinhenz (PIMCO) share their perspectives on how investors may navigate the opportunities ahead.
📅 May 12 | 6 PM
📍 Perry's Steakhouse & Grille
Birmingham, AL
Dinner included. Limited seating.
Please RSVP by May 5:
📧 [email protected]
📱 Text 205.892.1587
🌐 Or RSVP on our website

02/06/2026

Most of us learn about money the hard way. Sometimes it starts with a first paycheck and a lot of confusion.

This story is a reminder that financial understanding does not happen overnight, and why guidance matters at every stage of life.

Watch the full episode on our YouTube channel. https://bit.ly/4keDi4S

01/26/2026

A lower stock price does not automatically mean a better opportunity.

In this moment, Paul explains why trends matter, why momentum tells a story, and why starting small can still build confidence over time.

Investing does not have to feel intimidating to be meaningful.

Progress often starts with one intentional step.

Listen to the full episode on Apple Podcasts. https://apple.co/4a4mw4W

01/18/2026

Seats are limited, have you reserved your spot yet?

💬 A legacy is more than wealth—it’s the people who receive it.

Join us for a special event with our Chief Behavioral Officer, Brendan Frazier on the role of family meetings in legacy planning. Learn how intentional conversations can help families align values, set expectations, and prepare the next generation—not just financially, but emotionally and relationally.

January 27th, 1130AM
Grand Bohemian Hotel
2655 Lane Park Rd Birmingham, AL 35223

RSVP at cmcfp.com, by email to [email protected], or by text to 205.892.1587 before January 20th to reserve your spot for this meaningful event.

01/16/2026

Legacy planning is often measured in numbers—accounts, documents, and strategies.

But the true measure of a legacy is not just what you pass on, it’s who is prepared to receive it.

We invite you to join us for an intimate and thought-provoking conversation with our Chief Behavioral Officer, Brendan Frazier, focused on the power of family meetings in effective legacy planning.

This discussion will explore how open, intentional conversations can strengthen communication, align shared values, set healthy expectations, and address the emotional dynamics that often accompany wealth transfer. The goal is simple but profound: helping families prepare not just the plan, but the people behind it.

January 27th, 1130AM
Grand Bohemian Hotel
2655 Lane Park Rd
Birmingham, AL 35223

Seating is limited, so be sure to RSVP at cmcfp.com, by email to [email protected], or by text to 205.892.1587 before January 20th to reserve your spot for this meaningful event.

Address

1400 URBAN CENTER Drive SUITE 475
Birmingham, AL
35242

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12055109074

Website

https://www.cmcfp.com/

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