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Personalized Advice for Peace of Mind

​We provide fee-only investment management and financial advisory services. We are fiduciaries and put our client’s interests first. Our investment management fee includes tax, insurance, budgeting, retirement, and estate planning advice.  

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mercedes@investwithcim.com

About Us

Our team, which includes professionals with designations such as Certified Financial Planner® (CFP), Certified Public Accountant (CPA), Enrolled Agent (EA), and Wealth Management Specialist (WMS), prioritizes continuous learning and professional development. This ensures we provide up-to-date financial advice tailored to your needs.

 

Established in 2004, CIM Financial Advisers is a Fee Only investment management and personal finance planning service provider.

Mike Collins

CPA, CFP

Brian Collins

CPA, CFP

©2025 by CIM. The information and opinions herein are general in nature and should not be considered legal, financial or tax advice. Consult a professional regarding your specific situation. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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