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

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Categories: Analysis

Read more
College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Categories: Wealth planning

Read more
Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Categories: Analysis

Read more

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).

 

 

Connect with us on Social Media

   

Social Media

See footer below for group’s social profiles >

It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO

Giving back is personal, but it’s also strategic. Whether you're supporting causes you care about or establishing a lasting legacy, thoughtful planning can help ensure your generosity has real impact. At the CFS Group, we help clients align their charitable giving with their financial goals. From donor-advised funds to gifting strategies for family, we’ll help you create a plan that reflects what matters most to you. Learn how to give with intention. Reach out to the CFS Group to get started. #RBC #RBCWealthManagement #CFSGroup #wealthmanagement #wealthplanning #investmentstrategy #retirementplanning

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary...

Monetary policy possibilities

Markets are watching the Fed closely—and so are we. With interest rates steady and inflation gradually cooling, investors are wondering: When will rate cuts happen, and what does that mean for my wealth plan? At the CFS Group, we help clients prepare for multiple monetary policy scenarios by: - Reviewing portfolio risk in a shifting rate environment - Exploring income strategies that align with current yields - Staying nimble in case the Fed delays or accelerates its next move - Helping you tune out the noise and stay focused on your long-term goals Want to know how the current rate environment could affect your plan? We’re here to help: cfsgroup@rbc.com https://www.rbcwealthmanagement.com/en-us/insights/monetary-policy-possibilities

Read More

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com