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Key Alliances



CTM Financial, LLC is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:

  • We believe in delivering unbiased, transparent, evidence-based advice.
  • We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
  • We believe that doing what’s best and doing what’s right should be one and the same.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 15,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $17 billion of collective assets as of December 31, 2012.

Conry-Taylor & Morrow CPAs, P.C.

CTM CPAs clear

Conry-Taylor & Morrow is an affiliate of CTM Financial, LLC, offering a full-range of tax, financial planning, and business write-up services to the greater Knoxville area.


Schwab is a custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney to execute transactions on your behalf, accounts are held in your name.

Dimensional Fund Advisors


We typically turn to Dimensional Fund Advisors for fund solutions that apply our passive investment strategy in a low-cost, tax-efficient manner. That said, we receive no compensation or other third-party incentives for using Dimensional’s fund families. As a fiduciary to our clients, we are committed to selecting any solutions we feel best meet our clients’ highest financial interests.

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