Welcome to The CFS Group

Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to access opportunities, shape choices, and create stability in an unpredictable world.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  We believe the best results come when the client is always at the center. That’s why our team is committed to putting your needs, goals, and vision first—so you can build the life you want with confidence.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 | Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Categories: Analysis

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happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 | Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Categories: Analysis

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woman holding paintbrush in page

Retirement planning at every age

Aug 27, 2025 | RBC Wealth Management

Follow these eight age-based retirement income planning guidelines to put yourself on the path to the financially secure future you want.

Categories: Wealth planning

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Washingtonian Top Financial Advisors

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers two years in a row (2024 and 2025).

 

 

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Did you know millennials expect to spend two decades or more in retirement? The amount of time you plan to spend in retirement is an important factor, as it directly affects your savings plans. Reach out to me to talk retirement goals.

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical...

Gold’s regime change?

Gold has long been viewed as a safe haven, but recent shifts in global monetary policy and investor behavior suggest we may be entering a new chapter. Key takeaways from RBC’s latest insights on gold: • Central bank buying has become a dominant force in the market • Gold is showing strength even without the usual tailwinds like falling interest rates • The metal may play a different role in portfolios going forward, particularly as a strategic long-term asset • Diversification remains essential when adding commodities to your investment plan As the market adapts, so should your strategy. The CFS Group can help you determine if gold fits into your long-term financial goals. Learn more: https://us.rbcwealthmanagement.com/cfsgroup/blog/5247970-Golds-regime-cha nge

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In the Investor’s Edge newsletter for summer 2025, gain insights on alternative investments, budgeting during market uncertainty, top financial consideration when facing divorce, and learn about growth in the women’s sports industry.

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com