ABOUT CMC FINANCIAL GROUP

Mark and Phil founded CMC Financial Group with the goal of providing objective financial services to individuals, corporations and foundations. We offer comprehensive financial planning by building a long-term partnership with you through clear communication and mutual respect. We seek first to understand you and your circumstances, and then after careful analysis, explain the options available.

As an independent firm, we have the flexibility to invest in our clients’ best interest and provide customized tailored solutions for your portfolio.

Our Mission

To become indispensable to the individuals and families we serve and by being remarkable in the services we provide.

Meet the Team

Mark McCarthy
Fun Fact:
I’ve acted in over 10 Community theatre plays since my 40th birthday. My first ‘job’ was caddying at Winged Foot Golf Club in Mamaroneck, NY.

Mark McCarthy

Partner Learn More
Phil Catledge
Fun Fact:
I played violin in the Atlanta Symphony at 15 years old. In my younger years we had a horse farm and broke horses for a hobby.

Phil Catledge

Partner Learn More
Beth Cooksey
Fun Fact:
I love Paris and The Beatles!

Beth Cooksey

VP Client Services Learn More
Robert Turner Catledge
Fun Fact:
I have a big love for animals!

Robert Turner Catledge

Research Analyst Learn More